SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $775,562 | -6.9% | 15,431 | -3.5% | 0.20% | -4.8% |
| Q2 2023 | $833,187 | +8.3% | 15,989 | +0.1% | 0.21% | +2.0% |
| Q1 2023 | $769,100 | +15.1% | 15,973 | +7.6% | 0.20% | +7.4% |
| Q4 2022 | $667,953 | +10.2% | 14,850 | +2.9% | 0.19% | +2.7% |
| Q3 2022 | $606,000 | -3.5% | 14,426 | +1.9% | 0.18% | +1.1% |
| Q2 2022 | $628,000 | -6.8% | 14,160 | +11.7% | 0.18% | +2.2% |
| Q1 2022 | $674,000 | +0.7% | 12,680 | +5.8% | 0.18% | +2.9% |
| Q4 2021 | $669,000 | +15.1% | 11,982 | +4.1% | 0.17% | +6.1% |
| Q3 2021 | $581,000 | -0.5% | 11,515 | -0.8% | 0.16% | -17.2% |
| Q2 2021 | $584,000 | +27.5% | 11,607 | +18.1% | 0.20% | +15.8% |
| Q1 2021 | $458,000 | -3.6% | 9,827 | -9.1% | 0.17% | -8.1% |
| Q4 2020 | $475,000 | +8.4% | 10,805 | -2.9% | 0.19% | -6.1% |
| Q3 2020 | $438,000 | +5.0% | 11,122 | -3.2% | 0.20% | +1.5% |
| Q2 2020 | $417,000 | +27.1% | 11,490 | +6.1% | 0.20% | +6.0% |
| Q1 2020 | $328,000 | -26.9% | 10,831 | -8.7% | 0.18% | -12.4% |
| Q4 2019 | $449,000 | +7.4% | 11,860 | -1.2% | 0.21% | -5.8% |
| Q3 2019 | $418,000 | -40.5% | 11,999 | -40.9% | 0.22% | -40.5% |
| Q2 2019 | $702,000 | +5.7% | 20,310 | +1.7% | 0.38% | +1.6% |
| Q1 2019 | $664,000 | – | 19,967 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |