SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641 | 0.0% | 12,760 | +3.8% | 0.13% | -3.6% |
| Q2 2023 | $641 | +8.8% | 12,292 | +0.6% | 0.14% | -5.4% |
| Q1 2023 | $589 | +7.3% | 12,215 | +0.1% | 0.15% | +1.4% |
| Q4 2022 | $549 | -99.9% | 12,206 | +0.7% | 0.14% | +2.1% |
| Q3 2022 | $510,000 | +2.2% | 12,126 | +7.7% | 0.14% | +10.1% |
| Q2 2022 | $499,000 | -42.4% | 11,259 | -31.0% | 0.13% | -57.6% |
| Q1 2022 | $867,000 | +77.7% | 16,311 | +86.8% | 0.30% | +169.0% |
| Q4 2021 | $488,000 | +7.3% | 8,734 | -3.3% | 0.11% | -4.2% |
| Q3 2021 | $455,000 | +5.6% | 9,030 | +5.5% | 0.12% | +4.4% |
| Q2 2021 | $431,000 | -31.6% | 8,562 | -36.7% | 0.11% | -32.7% |
| Q1 2021 | $630,000 | +46.5% | 13,525 | +38.2% | 0.17% | +28.2% |
| Q4 2020 | $430,000 | +29.9% | 9,790 | +16.3% | 0.13% | -3.7% |
| Q3 2020 | $331,000 | +8.2% | 8,421 | -0.2% | 0.14% | -4.2% |
| Q2 2020 | $306,000 | – | 8,437 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |