SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620 | +3.9% | 12,340 | +7.7% | 0.11% | +6.5% |
| Q2 2023 | $597 | +22.3% | 11,463 | +13.2% | 0.11% | +12.6% |
| Q1 2023 | $488 | -100.0% | 10,127 | -51.0% | 0.10% | -52.7% |
| Q1 2022 | $1,088,000 | -5.1% | 20,671 | +1.3% | 0.20% | -4.3% |
| Q4 2021 | $1,146,000 | +8.9% | 20,409 | -0.9% | 0.21% | -4.5% |
| Q3 2021 | $1,052,000 | +0.9% | 20,595 | -0.6% | 0.22% | -2.2% |
| Q2 2021 | $1,043,000 | +4.6% | 20,714 | -3.1% | 0.22% | -5.5% |
| Q1 2021 | $997,000 | +0.9% | 21,386 | -4.8% | 0.24% | -5.6% |
| Q4 2020 | $988,000 | -10.1% | 22,470 | -18.5% | 0.25% | -21.0% |
| Q3 2020 | $1,099,000 | -16.4% | 27,562 | -24.0% | 0.32% | -23.7% |
| Q2 2020 | $1,314,000 | -5.6% | 36,262 | -21.2% | 0.42% | -25.5% |
| Q1 2020 | $1,392,000 | -17.4% | 46,019 | +3.2% | 0.56% | -9.5% |
| Q4 2019 | $1,686,000 | +43.5% | 44,584 | +28.3% | 0.62% | +21.1% |
| Q3 2019 | $1,175,000 | +116.4% | 34,759 | +122.6% | 0.51% | +115.1% |
| Q2 2019 | $543,000 | – | 15,613 | – | 0.24% | – |
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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% |