SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,769,504 | +28.9% | 293,862 | +33.6% | 1.07% | +145.8% |
| Q2 2023 | $11,462,480 | +55.5% | 219,967 | +43.7% | 0.44% | +37.0% |
| Q1 2023 | $7,370,802 | -16.8% | 153,080 | -22.3% | 0.32% | -26.2% |
| Q4 2022 | $8,864,389 | +40.5% | 197,074 | +31.1% | 0.43% | +22.7% |
| Q3 2022 | $6,311,000 | +98.4% | 150,307 | +109.5% | 0.35% | +93.4% |
| Q2 2022 | $3,181,000 | +43.7% | 71,742 | +72.3% | 0.18% | +45.6% |
| Q1 2022 | $2,213,000 | -53.8% | 41,645 | -51.5% | 0.12% | -53.7% |
| Q4 2021 | $4,789,000 | +34.7% | 85,783 | +21.8% | 0.27% | +12.0% |
| Q3 2021 | $3,554,000 | – | 70,440 | – | 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% |