SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,860,174 | +10.0% | 176,287 | +14.0% | 1.33% | +0.8% |
| Q2 2023 | $8,057,460 | +138.6% | 154,624 | +120.5% | 1.32% | +62.5% |
| Q1 2023 | $3,376,672 | +33.4% | 70,128 | +24.6% | 0.81% | +20.7% |
| Q4 2022 | $2,532,156 | +20.2% | 56,295 | +12.2% | 0.67% | +5.8% |
| Q3 2022 | $2,106,000 | -32.0% | 50,159 | -28.2% | 0.64% | -29.8% |
| Q2 2022 | $3,097,000 | -21.8% | 69,831 | -6.3% | 0.90% | -21.2% |
| Q1 2022 | $3,960,000 | +33.3% | 74,521 | +40.0% | 1.15% | +89.3% |
| Q4 2021 | $2,971,000 | – | 53,224 | – | 0.61% | – |
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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% |