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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |