SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,949,055 | -20.6% | 46,079 | -23.6% | 1.63% | -17.6% |
Q1 2024 | $3,713,089 | +19.7% | 60,346 | +8.7% | 1.98% | +8.5% |
Q4 2023 | $3,102,604 | +10.1% | 55,503 | -1.0% | 1.82% | +12.9% |
Q3 2023 | $2,818,226 | +3.9% | 56,073 | +7.7% | 1.62% | +10.3% |
Q2 2023 | $2,712,537 | +11.9% | 52,054 | +3.4% | 1.46% | -0.7% |
Q1 2023 | $2,423,030 | +3.3% | 50,323 | -3.5% | 1.48% | -12.0% |
Q4 2022 | $2,346,015 | +6.4% | 52,157 | -0.6% | 1.68% | -12.2% |
Q3 2022 | $2,204,000 | -2.8% | 52,488 | +2.7% | 1.91% | +3.1% |
Q2 2022 | $2,267,000 | -35.2% | 51,128 | -22.3% | 1.85% | -0.6% |
Q1 2022 | $3,497,000 | +2.6% | 65,810 | +7.8% | 1.86% | +20.8% |
Q4 2021 | $3,407,000 | +50.7% | 61,020 | +36.2% | 1.54% | +52.5% |
Q3 2021 | $2,261,000 | +17.2% | 44,807 | +16.9% | 1.01% | +20.1% |
Q2 2021 | $1,929,000 | +4.6% | 38,332 | -3.1% | 0.84% | -13.0% |
Q1 2021 | $1,845,000 | +7.6% | 39,577 | +1.5% | 0.97% | -7.7% |
Q4 2020 | $1,714,000 | – | 38,980 | – | 1.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |