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 | $1,388,450 | -3.0% | 27,625 | +0.6% | 0.63% | -15.1% |
| Q2 2023 | $1,431,539 | +35.3% | 27,471 | +37.9% | 0.74% | +18.4% |
| Q1 2023 | $1,058,420 | -17.9% | 19,921 | -30.5% | 0.62% | -28.3% |
| Q4 2022 | $1,288,576 | +7.6% | 28,648 | +0.4% | 0.87% | +18.0% |
| Q3 2022 | $1,198,000 | -6.0% | 28,540 | -0.7% | 0.74% | +3.9% |
| Q2 2022 | $1,274,000 | +20.4% | 28,742 | +44.3% | 0.71% | +55.6% |
| Q1 2022 | $1,058,000 | -5.5% | 19,921 | -0.7% | 0.46% | -5.6% |
| Q4 2021 | $1,120,000 | +8.7% | 20,063 | -1.7% | 0.48% | -18.0% |
| Q3 2021 | $1,030,000 | +1.1% | 20,417 | +0.8% | 0.59% | +5.2% |
| Q2 2021 | $1,019,000 | +30.3% | 20,260 | +20.8% | 0.56% | +15.4% |
| Q1 2021 | $782,000 | -44.5% | 16,772 | -47.7% | 0.49% | -56.3% |
| Q4 2020 | $1,410,000 | +32.3% | 32,065 | +15.4% | 1.11% | +11.8% |
| Q3 2020 | $1,066,000 | +5.9% | 27,784 | -0.0% | 0.99% | -24.8% |
| Q2 2020 | $1,007,000 | -35.5% | 27,790 | -39.3% | 1.32% | -53.2% |
| Q1 2020 | $1,561,000 | +71.4% | 45,773 | +90.1% | 2.82% | +226.5% |
| Q4 2019 | $911,000 | – | 24,083 | – | 0.86% | – |
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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% |