SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,518,931 | +0.4% | 945,462 | +4.1% | 22.28% | +5.1% |
| Q2 2023 | $47,309,392 | +16.4% | 907,875 | +7.5% | 21.19% | +9.1% |
| Q1 2023 | $40,646,331 | +22.8% | 844,161 | +14.7% | 19.42% | +20.2% |
| Q4 2022 | $33,112,464 | +15.0% | 736,160 | +7.3% | 16.16% | -6.4% |
| Q3 2022 | $28,799,000 | +95.3% | 685,842 | +106.2% | 17.26% | +99.1% |
| Q2 2022 | $14,749,000 | -2.1% | 332,633 | +17.3% | 8.67% | +9.2% |
| Q1 2022 | $15,072,000 | -43.2% | 283,676 | -40.3% | 7.94% | -37.6% |
| Q4 2021 | $26,516,000 | +13.6% | 474,941 | +2.6% | 12.72% | +7.3% |
| Q3 2021 | $23,347,000 | +8.0% | 462,681 | +7.7% | 11.85% | +3.0% |
| Q2 2021 | $21,620,000 | -9.5% | 429,572 | -16.2% | 11.51% | -18.2% |
| Q1 2021 | $23,881,000 | +8.9% | 512,351 | +2.7% | 14.08% | +2.2% |
| Q4 2020 | $21,922,000 | +12.8% | 498,688 | +1.0% | 13.78% | -2.9% |
| Q3 2020 | $19,429,000 | +4.0% | 493,754 | -4.2% | 14.19% | -1.7% |
| Q2 2020 | $18,680,000 | +27.3% | 515,312 | +6.2% | 14.44% | +7.0% |
| Q1 2020 | $14,677,000 | +59.5% | 485,185 | +99.4% | 13.50% | +101.1% |
| Q4 2019 | $9,203,000 | – | 243,340 | – | 6.71% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |