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 | $1,721,413 | +378.6% | 34,250 | +396.2% | 0.56% | +392.1% |
| Q2 2023 | $359,655 | +113.0% | 6,902 | +96.9% | 0.11% | +103.6% |
| Q1 2023 | $168,828 | +6.2% | 3,506 | -0.8% | 0.06% | -1.8% |
| Q4 2022 | $158,949 | -4.2% | 3,534 | -10.4% | 0.06% | -9.5% |
| Q3 2022 | $166,000 | -20.2% | 3,946 | -15.9% | 0.06% | -14.9% |
| Q2 2022 | $208,000 | -48.6% | 4,691 | -38.5% | 0.07% | -42.6% |
| Q1 2022 | $405,000 | -35.0% | 7,625 | -31.7% | 0.13% | -33.8% |
| Q4 2021 | $623,000 | +9.9% | 11,163 | -0.7% | 0.20% | +3.2% |
| Q3 2021 | $567,000 | -31.8% | 11,241 | -31.9% | 0.19% | -28.9% |
| Q2 2021 | $831,000 | -94.6% | 16,517 | -95.0% | 0.27% | -95.1% |
| Q1 2021 | $15,369,000 | -2.4% | 329,734 | -7.9% | 5.38% | -10.5% |
| Q4 2020 | $15,742,000 | -4.7% | 358,094 | -14.7% | 6.02% | -11.1% |
| Q3 2020 | $16,518,000 | +70.0% | 419,768 | +56.6% | 6.76% | +49.7% |
| Q2 2020 | $9,716,000 | – | 268,015 | – | 4.52% | – |
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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% |