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 | $414 | -99.9% | 8,246 | +8.7% | 0.10% | +5.1% |
| Q2 2023 | $395,455 | +15.3% | 7,589 | +6.5% | 0.10% | +38.0% |
| Q1 2023 | $343,112 | +15.5% | 7,126 | +0.7% | 0.07% | -10.1% |
| Q3 2022 | $297,000 | +26.4% | 7,075 | +33.3% | 0.08% | -16.8% |
| Q2 2022 | $235,000 | -16.1% | 5,309 | +0.4% | 0.10% | -5.9% |
| Q1 2022 | $280,000 | -4.8% | 5,286 | +0.3% | 0.10% | +676.9% |
| Q4 2021 | $294,000 | +10.9% | 5,269 | +0.4% | 0.01% | -86.3% |
| Q3 2021 | $265,000 | +0.8% | 5,250 | +0.3% | 0.10% | -6.9% |
| Q2 2021 | $263,000 | +345.8% | 5,235 | +291.3% | 0.10% | +251.7% |
| Q1 2021 | $59,000 | 0.0% | 1,338 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $59,000 | +145.8% | 1,338 | +119.0% | 0.03% | +107.1% |
| Q3 2020 | $24,000 | -22.6% | 611 | -31.0% | 0.01% | -48.1% |
| Q2 2019 | $31,000 | +6.9% | 886 | 0.0% | 0.03% | +22.7% |
| Q1 2019 | $29,000 | +16.0% | 886 | 0.0% | 0.02% | +15.8% |
| Q4 2018 | $25,000 | – | 886 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |