SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 595 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $480,277 | +103.4% | 9,217 | +87.9% | 0.11% | +86.9% |
| Q1 2023 | $236,130 | -37.1% | 4,904 | -41.2% | 0.06% | -42.5% |
| Q4 2022 | $375,112 | -5.3% | 8,340 | +11.9% | 0.11% | +2.9% |
| Q1 2022 | $396,000 | -19.3% | 7,452 | -15.2% | 0.10% | -18.3% |
| Q4 2021 | $491,000 | +10.3% | 8,786 | -0.3% | 0.13% | -6.0% |
| Q3 2021 | $445,000 | +21.9% | 8,813 | +21.6% | 0.13% | +27.6% |
| Q2 2021 | $365,000 | +7.0% | 7,249 | -0.9% | 0.10% | -11.0% |
| Q1 2021 | $341,000 | +17.2% | 7,313 | +10.6% | 0.12% | +14.6% |
| Q4 2020 | $291,000 | -15.7% | 6,611 | -24.7% | 0.10% | -23.7% |
| Q3 2020 | $345,000 | +0.3% | 8,776 | -7.4% | 0.14% | -11.8% |
| Q2 2020 | $344,000 | – | 9,477 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |