SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,094,263 | +33.9% | 1,334,943 | +38.8% | 1.44% | +27.2% |
| Q2 2023 | $50,114,600 | -1.9% | 961,707 | -9.3% | 1.14% | -16.6% |
| Q1 2023 | $51,062,167 | +151.3% | 1,060,481 | +134.8% | 1.36% | +164.8% |
| Q4 2022 | $20,318,286 | +19.4% | 451,718 | +11.4% | 0.51% | +8.2% |
| Q3 2022 | $17,024,000 | -7.8% | 405,420 | -2.6% | 0.48% | +2.2% |
| Q2 2022 | $18,461,000 | +1.7% | 416,353 | +21.9% | 0.46% | +14.8% |
| Q1 2022 | $18,145,000 | +28.4% | 341,518 | +34.9% | 0.40% | +29.4% |
| Q4 2021 | $14,133,000 | +10.6% | 253,145 | -0.0% | 0.31% | -3.7% |
| Q3 2021 | $12,776,000 | -2.6% | 253,197 | -2.9% | 0.32% | -0.6% |
| Q2 2021 | $13,119,000 | +4.3% | 260,650 | -3.4% | 0.33% | -6.0% |
| Q1 2021 | $12,576,000 | -3.3% | 269,819 | -8.8% | 0.35% | -9.8% |
| Q4 2020 | $13,001,000 | +13.3% | 295,744 | +1.4% | 0.39% | +2.4% |
| Q3 2020 | $11,473,000 | +19.8% | 291,561 | +10.4% | 0.38% | +10.6% |
| Q2 2020 | $9,577,000 | +37.9% | 264,181 | +15.1% | 0.34% | +7.2% |
| Q1 2020 | $6,944,000 | +540.0% | 229,543 | +700.0% | 0.32% | +639.5% |
| Q4 2019 | $1,085,000 | +153.5% | 28,692 | +133.5% | 0.04% | +126.3% |
| Q3 2019 | $428,000 | +24.8% | 12,289 | +23.6% | 0.02% | +26.7% |
| Q2 2019 | $343,000 | +3.9% | 9,944 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $330,000 | +13.8% | 9,944 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $290,000 | -7.6% | 9,944 | +7.8% | 0.02% | +7.1% |
| Q3 2018 | $314,000 | +2.3% | 9,221 | -4.2% | 0.01% | 0.0% |
| Q2 2018 | $307,000 | +3.0% | 9,626 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $298,000 | +0.7% | 9,626 | +1.8% | 0.01% | 0.0% |
| Q4 2017 | $296,000 | +6.1% | 9,456 | +300.0% | 0.01% | 0.0% |
| Q3 2017 | $279,000 | – | 2,364 | – | 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% |