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 | $9,186,104 | -4.4% | 182,772 | -0.8% | 1.51% | -2.4% |
| Q2 2023 | $9,605,680 | +4.4% | 184,335 | -3.5% | 1.55% | +1.4% |
| Q1 2023 | $9,199,812 | +12.6% | 191,066 | +5.2% | 1.53% | +5.3% |
| Q4 2022 | $8,171,457 | +83.4% | 181,669 | +71.2% | 1.45% | +76.2% |
| Q3 2022 | $4,455,000 | -0.0% | 106,092 | +5.6% | 0.82% | +2.9% |
| Q2 2022 | $4,457,000 | -11.3% | 100,509 | +6.3% | 0.80% | -12.5% |
| Q1 2022 | $5,024,000 | +1.8% | 94,558 | +7.0% | 0.92% | -5.1% |
| Q4 2021 | $4,935,000 | +8.8% | 88,399 | -9.7% | 0.96% | -3.9% |
| Q3 2021 | $4,537,000 | +4.6% | 97,868 | +3.9% | 1.00% | -0.5% |
| Q2 2021 | $4,336,000 | +10.6% | 94,155 | +2.9% | 1.01% | +0.3% |
| Q1 2021 | $3,919,000 | -5.9% | 91,462 | -10.0% | 1.00% | +1.0% |
| Q4 2020 | $4,163,000 | +4.9% | 101,645 | -5.0% | 1.00% | -24.0% |
| Q3 2020 | $3,968,000 | -34.5% | 107,047 | -38.0% | 1.31% | -33.4% |
| Q2 2020 | $6,056,000 | +37.7% | 172,749 | +15.0% | 1.97% | -5.8% |
| Q1 2020 | $4,399,000 | -7.0% | 150,204 | +20.1% | 2.09% | -6.1% |
| Q4 2019 | $4,730,000 | +0.3% | 125,069 | -7.6% | 2.22% | -13.4% |
| Q3 2019 | $4,717,000 | +5.4% | 135,356 | +4.5% | 2.57% | -4.9% |
| Q2 2019 | $4,474,000 | +11.0% | 129,527 | +6.8% | 2.70% | -0.1% |
| Q1 2019 | $4,029,000 | +14.4% | 121,244 | +0.5% | 2.70% | +20.0% |
| Q4 2018 | $3,523,000 | +30.3% | 120,611 | +52.0% | 2.25% | -8.8% |
| Q3 2018 | $2,704,000 | +11.7% | 79,367 | +4.5% | 2.47% | +5.1% |
| Q2 2018 | $2,421,000 | +11.3% | 75,934 | +8.0% | 2.35% | +5.1% |
| Q1 2018 | $2,176,000 | +229.2% | 70,318 | +233.0% | 2.24% | +66.1% |
| Q4 2017 | $661,000 | – | 21,114 | – | 1.35% | – |
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% |