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 | $470,886 | -9.0% | 9,369 | -3.3% | 0.09% | -4.1% |
| Q2 2023 | $517,357 | +11.5% | 9,687 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $464,081 | -6.1% | 9,687 | -11.8% | 0.10% | -14.9% |
| Q4 2022 | $494,174 | +3.6% | 10,987 | -3.3% | 0.11% | -7.3% |
| Q3 2022 | $477,000 | -5.4% | 11,359 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $504,000 | -21.5% | 11,359 | -6.1% | 0.13% | -11.2% |
| Q1 2022 | $642,000 | -11.7% | 12,096 | -7.1% | 0.14% | -13.9% |
| Q4 2021 | $727,000 | -18.3% | 13,021 | -26.1% | 0.17% | -21.0% |
| Q3 2021 | $890,000 | -1.9% | 17,631 | -2.1% | 0.21% | -7.5% |
| Q2 2021 | $907,000 | -5.5% | 18,014 | -8.2% | 0.23% | -11.0% |
| Q1 2021 | $960,000 | -28.9% | 19,631 | -34.9% | 0.26% | -18.0% |
| Q4 2020 | $1,351,000 | +12.6% | 30,133 | -1.2% | 0.31% | -3.4% |
| Q3 2020 | $1,200,000 | +2.2% | 30,505 | -5.8% | 0.32% | -7.7% |
| Q2 2020 | $1,174,000 | +49.0% | 32,373 | +24.2% | 0.35% | +13.3% |
| Q1 2020 | $788,000 | +51.8% | 26,064 | +90.1% | 0.31% | +72.1% |
| Q4 2019 | $519,000 | +2495.0% | 13,711 | +2326.7% | 0.18% | +2457.1% |
| Q2 2019 | $20,000 | – | 565 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |