SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,104,137 | +6.2% | 501,628 | +2.1% | 10.16% | -7.0% |
| Q1 2024 | $30,220,497 | +6.6% | 491,150 | -3.1% | 10.92% | +3.2% |
| Q4 2023 | $28,339,188 | +21.5% | 506,962 | +9.3% | 10.58% | +4.8% |
| Q3 2023 | $23,319,972 | +6.8% | 463,986 | +10.7% | 10.10% | +5.3% |
| Q2 2023 | $21,836,613 | +6.8% | 419,048 | -1.3% | 9.58% | -2.9% |
| Q1 2023 | $20,438,126 | +13.1% | 424,466 | +5.7% | 9.87% | +2.6% |
| Q4 2022 | $18,067,939 | +10.4% | 401,688 | +3.1% | 9.62% | +11.9% |
| Q3 2022 | $16,359,000 | +18.2% | 389,580 | +24.8% | 8.59% | +26.3% |
| Q2 2022 | $13,845,000 | +50.6% | 312,245 | +80.4% | 6.81% | +79.8% |
| Q1 2022 | $9,195,000 | +4.1% | 173,065 | +9.3% | 3.78% | +5.3% |
| Q4 2021 | $8,837,000 | +12.5% | 158,280 | +1.7% | 3.60% | -0.4% |
| Q3 2021 | $7,856,000 | +1.5% | 155,679 | +1.2% | 3.61% | -11.5% |
| Q2 2021 | $7,743,000 | +18.2% | 153,876 | +9.4% | 4.08% | +5.7% |
| Q1 2021 | $6,553,000 | +374.5% | 140,605 | +347.4% | 3.86% | +305.5% |
| Q4 2020 | $1,381,000 | +137.7% | 31,430 | +112.9% | 0.95% | +114.9% |
| Q3 2020 | $581,000 | +18.6% | 14,765 | +9.2% | 0.44% | +12.2% |
| Q2 2020 | $490,000 | +81.5% | 13,523 | +42.5% | 0.40% | +59.3% |
| Q1 2020 | $270,000 | +938.5% | 9,491 | +1267.6% | 0.25% | +1358.8% |
| Q4 2019 | $26,000 | – | 694 | – | 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% |