SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,572,416 | -9.1% | 40,194 | -20.6% | 0.94% | -25.6% |
| Q4 2023 | $2,830,720 | +65.4% | 50,639 | +48.7% | 1.27% | +36.2% |
| Q3 2023 | $1,711,856 | +257.5% | 34,060 | +270.6% | 0.93% | +323.2% |
| Q2 2023 | $478,891 | +66.2% | 9,190 | +53.6% | 0.22% | +33.3% |
| Q1 2023 | $288,178 | +97257.4% | 5,985 | -9.0% | 0.16% | -14.1% |
| Q4 2022 | $296 | -99.9% | 6,579 | +7.6% | 0.19% | +4.3% |
| Q3 2022 | $257,000 | +272.5% | 6,115 | +367.9% | 0.18% | +441.2% |
| Q1 2022 | $69,000 | – | 1,307 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |