SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,846,843 | +32.9% | 76,539 | +37.8% | 0.14% | +22.1% |
| Q2 2023 | $2,893,929 | +13.8% | 55,535 | +5.2% | 0.11% | +5.6% |
| Q1 2023 | $2,541,887 | +0.5% | 52,791 | -6.2% | 0.11% | -2.7% |
| Q4 2022 | $2,530,395 | +26.2% | 56,256 | +17.8% | 0.11% | +15.8% |
| Q3 2022 | $2,005,000 | +0.5% | 47,751 | +6.1% | 0.10% | 0.0% |
| Q2 2022 | $1,995,000 | -9.7% | 45,003 | +13.7% | 0.10% | +3.3% |
| Q4 2021 | $2,209,000 | +17.2% | 39,568 | +5.9% | 0.09% | +3.4% |
| Q3 2021 | $1,885,000 | -1.5% | 37,356 | -1.2% | 0.09% | -6.3% |
| Q2 2021 | $1,914,000 | +17.1% | 37,828 | +9.0% | 0.10% | +2.2% |
| Q1 2021 | $1,634,000 | +16.6% | 34,696 | +8.9% | 0.09% | -7.9% |
| Q4 2020 | $1,401,000 | +26.0% | 31,863 | +12.8% | 0.10% | +1.0% |
| Q3 2020 | $1,112,000 | +100.0% | 28,258 | +84.2% | 0.10% | +78.6% |
| Q2 2020 | $556,000 | +28.7% | 15,340 | +7.4% | 0.06% | -3.4% |
| Q1 2020 | $432,000 | +101.9% | 14,286 | +95.1% | 0.06% | +23.4% |
| Q4 2018 | $214,000 | – | 7,321 | – | 0.05% | – |
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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% |