SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,799,077 | +14.8% | 214,864 | +19.0% | 0.90% | +15.6% |
| Q2 2023 | $9,408,082 | -1.0% | 180,543 | -8.5% | 0.78% | -13.2% |
| Q1 2023 | $9,500,329 | +51.8% | 197,307 | +41.8% | 0.90% | +39.4% |
| Q4 2022 | $6,258,832 | -9.8% | 139,147 | -15.8% | 0.64% | -20.2% |
| Q3 2022 | $6,940,000 | +27.1% | 165,283 | +34.2% | 0.80% | +31.1% |
| Q2 2022 | $5,462,000 | -6.9% | 123,187 | +11.6% | 0.61% | +8.7% |
| Q1 2022 | $5,864,000 | +44.4% | 110,374 | +51.7% | 0.56% | +47.1% |
| Q4 2021 | $4,061,000 | -17.8% | 72,739 | -25.9% | 0.38% | -27.7% |
| Q3 2021 | $4,938,000 | 0.0% | 98,119 | 0.0% | 0.53% | +0.2% |
| Q2 2021 | $4,938,000 | +34.8% | 98,119 | +24.8% | 0.53% | +27.4% |
| Q1 2021 | $3,664,000 | +50.4% | 78,607 | +41.8% | 0.42% | +37.7% |
| Q4 2020 | $2,436,000 | +322.2% | 55,423 | +277.5% | 0.30% | +287.2% |
| Q3 2020 | $577,000 | +787.7% | 14,680 | +713.7% | 0.08% | +680.0% |
| Q2 2020 | $65,000 | +18.2% | 1,804 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $55,000 | -19.1% | 1,804 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $68,000 | +9.7% | 1,804 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $62,000 | 0.0% | 1,804 | 0.0% | 0.01% | -7.7% |
| Q2 2019 | $62,000 | +5.1% | 1,804 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $59,000 | +13.5% | 1,804 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $52,000 | -16.1% | 1,804 | 0.0% | 0.01% | +18.2% |
| Q3 2018 | $62,000 | +8.8% | 1,804 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $57,000 | – | 1,804 | – | 0.01% | – |
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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% |