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 | $827,582 | -56.0% | 16,466 | -54.3% | 0.36% | -54.2% |
| Q2 2023 | $1,879,087 | -4.3% | 36,060 | -11.6% | 0.80% | +16.4% |
| Q1 2023 | $1,963,654 | +5.1% | 40,782 | -1.8% | 0.68% | +5.1% |
| Q4 2022 | $1,867,615 | +6.5% | 41,521 | -0.6% | 0.65% | -11.9% |
| Q3 2022 | $1,754,000 | -16.2% | 41,766 | -11.5% | 0.74% | -24.5% |
| Q2 2022 | $2,092,000 | -15.1% | 47,188 | +1.7% | 0.98% | +3.6% |
| Q1 2022 | $2,464,000 | -5.9% | 46,381 | -1.1% | 0.95% | +4.2% |
| Q4 2021 | $2,619,000 | +23.3% | 46,909 | +11.4% | 0.91% | +17.9% |
| Q3 2021 | $2,124,000 | -2.4% | 42,091 | -2.7% | 0.77% | -1.9% |
| Q2 2021 | $2,177,000 | +8.5% | 43,251 | +0.5% | 0.78% | -3.6% |
| Q1 2021 | $2,006,000 | +2.9% | 43,033 | -3.0% | 0.81% | -3.2% |
| Q4 2020 | $1,950,000 | +15.9% | 44,369 | +3.8% | 0.84% | +5.3% |
| Q3 2020 | $1,682,000 | -2.5% | 42,737 | -10.2% | 0.80% | -8.8% |
| Q2 2020 | $1,725,000 | -1.6% | 47,596 | -17.9% | 0.88% | -15.9% |
| Q1 2020 | $1,753,000 | -54.6% | 57,958 | -43.2% | 1.04% | -38.9% |
| Q4 2019 | $3,861,000 | +68.2% | 102,096 | +55.0% | 1.70% | +70.7% |
| Q3 2019 | $2,295,000 | +3.9% | 65,849 | +3.0% | 1.00% | +0.5% |
| Q2 2019 | $2,209,000 | +153.9% | 63,952 | +144.4% | 0.99% | +149.7% |
| Q1 2019 | $870,000 | -46.9% | 26,167 | -53.4% | 0.40% | -59.5% |
| Q4 2018 | $1,639,000 | +14.0% | 56,108 | +33.0% | 0.98% | +20.2% |
| Q3 2018 | $1,438,000 | -34.8% | 42,199 | -39.0% | 0.82% | -26.8% |
| Q2 2018 | $2,207,000 | -12.0% | 69,218 | -14.6% | 1.12% | -15.9% |
| Q1 2018 | $2,508,000 | – | 81,044 | – | 1.33% | – |
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% |