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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $546,308 | +40.8% | 12,146 | +31.3% | 0.04% | +28.6% |
| Q3 2022 | $388,000 | +2.1% | 9,250 | +8.0% | 0.04% | +6.1% |
| Q2 2022 | $380,000 | +12.1% | 8,565 | +34.2% | 0.03% | +26.9% |
| Q1 2022 | $339,000 | +69.5% | 6,383 | +78.0% | 0.03% | +73.3% |
| Q4 2021 | $200,000 | +96.1% | 3,585 | +77.1% | 0.02% | +87.5% |
| Q3 2021 | $102,000 | +32.5% | 2,024 | +32.8% | 0.01% | +33.3% |
| Q2 2021 | $77,000 | +8.5% | 1,524 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $71,000 | -38.8% | 1,519 | -40.0% | 0.01% | +20.0% |
| Q4 2020 | $116,000 | +190.0% | 2,532 | +150.9% | 0.01% | +25.0% |
| Q3 2020 | $40,000 | +11.1% | 1,009 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +300.0% | 1,005 | +235.0% | 0.00% | +300.0% |
| Q1 2020 | $9,000 | – | 300 | – | 0.00% | – |
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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% |