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 | $19,346,776 | -4.1% | 384,934 | -0.6% | 5.41% | +0.3% |
| Q2 2023 | $20,173,605 | +10.0% | 387,135 | +1.6% | 5.40% | +0.9% |
| Q1 2023 | $18,347,796 | +16.6% | 381,055 | +8.9% | 5.35% | +7.1% |
| Q4 2022 | $15,734,319 | +22.5% | 349,807 | +16.2% | 5.00% | +8.4% |
| Q3 2022 | $12,845,000 | -2.3% | 301,094 | +1.5% | 4.61% | -1.6% |
| Q2 2022 | $13,152,000 | -29.7% | 296,608 | -15.8% | 4.69% | -9.4% |
| Q1 2022 | $18,720,000 | -99.9% | 352,341 | +4.4% | 5.17% | +2.7% |
| Q4 2021 | $18,840,000,000 | +70.1% | 337,455 | +53.7% | 5.04% | +35.8% |
| Q3 2021 | $11,078,000,000 | +1.5% | 219,540 | +1.2% | 3.71% | -0.6% |
| Q2 2021 | $10,913,000,000 | -12.2% | 216,836 | -18.7% | 3.73% | -12.8% |
| Q1 2021 | $12,426,000,000 | +3.8% | 266,596 | -2.1% | 4.28% | -1.3% |
| Q4 2020 | $11,974,000,000 | +137.7% | 272,389 | +112.7% | 4.34% | +94.4% |
| Q3 2020 | $5,038,000,000 | +27.8% | 128,041 | +17.8% | 2.23% | +34.2% |
| Q2 2020 | $3,941,000,000 | +70.2% | 108,708 | +42.0% | 1.66% | +27.9% |
| Q1 2020 | $2,316,000,000 | +62.2% | 76,575 | +102.8% | 1.30% | +118.9% |
| Q4 2019 | $1,428,000,000 | – | 37,755 | – | 0.59% | – |
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% |