SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 615 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,225,455 | +10.9% | 112,898 | +6.6% | 0.17% | +4.9% |
| Q1 2024 | $6,513,872 | +20.4% | 105,865 | +9.3% | 0.16% | +0.6% |
| Q4 2023 | $5,412,203 | +40.7% | 96,819 | +26.5% | 0.16% | +17.4% |
| 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 | -11.2% | 45,003 | +6.4% | 0.10% | -4.0% |
| Q1 2022 | $2,246,602 | +1.7% | 42,285 | +6.9% | 0.10% | +7.6% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |