SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,920,234 | -25.3% | 396,344 | -22.5% | 3.49% | -24.3% |
| Q2 2023 | $26,650,719 | -0.4% | 511,436 | -8.0% | 4.62% | -9.1% |
| Q1 2023 | $26,755,699 | +99.2% | 555,674 | +86.1% | 5.08% | +72.1% |
| Q4 2022 | $13,433,057 | +13.6% | 298,645 | +6.0% | 2.95% | +13.2% |
| Q3 2022 | $11,829,000 | -35.3% | 281,701 | -31.6% | 2.61% | -31.8% |
| Q2 2022 | $18,271,000 | -31.6% | 412,069 | -18.0% | 3.83% | -8.7% |
| Q1 2022 | $26,713,000 | -17.0% | 502,781 | -12.8% | 4.19% | -13.4% |
| Q4 2021 | $32,181,000 | +53.2% | 576,409 | +38.4% | 4.84% | +43.4% |
| Q3 2021 | $21,011,000 | +60.8% | 416,383 | +60.4% | 3.38% | +66.9% |
| Q2 2021 | $13,064,000 | +602.4% | 259,558 | +579.6% | 2.02% | -45.8% |
| Q1 2021 | $1,860,000 | -89.1% | 38,195 | -90.2% | 3.73% | +13.4% |
| Q4 2020 | $17,061,000 | -15.4% | 388,104 | -30.3% | 3.29% | -37.0% |
| Q2 2020 | $20,173,000 | +3.5% | 556,516 | -5.6% | 5.23% | -29.4% |
| Q1 2020 | $19,491,000 | -46.2% | 589,295 | -37.3% | 7.41% | -47.9% |
| Q4 2019 | $36,212,000 | +19.0% | 940,547 | +12.0% | 14.23% | -3.5% |
| Q3 2019 | $30,442,000 | -23.1% | 839,438 | -26.8% | 14.74% | -13.0% |
| Q2 2019 | $39,594,000 | – | 1,146,340 | – | 16.96% | – |
Download | ||||||
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% |