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 | $20,687,715 | -8.2% | 411,614 | -4.8% | 0.18% | -5.3% |
| Q2 2023 | $22,530,861 | +140.8% | 432,371 | +122.5% | 0.19% | +130.5% |
| Q1 2023 | $9,357,678 | -59.8% | 194,344 | -62.5% | 0.08% | -62.0% |
| Q4 2022 | $23,306,560 | +1371.4% | 518,154 | +1273.2% | 0.22% | +575.0% |
| Q3 2022 | $1,584,000 | -5.2% | 37,732 | +0.1% | 0.03% | +18.5% |
| Q2 2022 | $1,671,000 | -37.9% | 37,686 | -25.5% | 0.03% | -30.8% |
| Q1 2022 | $2,689,000 | -18.1% | 50,603 | -14.0% | 0.04% | -17.0% |
| Q4 2021 | $3,285,000 | +18.1% | 58,839 | +6.7% | 0.05% | +6.8% |
| Q3 2021 | $2,781,000 | +3.3% | 55,119 | +3.1% | 0.04% | +2.3% |
| Q2 2021 | $2,691,000 | +152.9% | 53,461 | +134.3% | 0.04% | +104.8% |
| Q1 2021 | $1,064,000 | -47.9% | 22,820 | -50.9% | 0.02% | -47.5% |
| Q4 2020 | $2,042,000 | +261.4% | 46,444 | +223.7% | 0.04% | -13.0% |
| Q3 2020 | $565,000 | +8.7% | 14,348 | +0.0% | 0.05% | -4.2% |
| Q2 2020 | $520,000 | – | 14,347 | – | 0.05% | – |
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% |