SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $172,224 | +4.0% | 2,691 | 0.0% | 0.06% | +1.6% |
| Q1 2024 | $165,577 | +10.1% | 2,691 | 0.0% | 0.06% | -6.1% |
| Q4 2023 | $150,427 | +11.2% | 2,691 | 0.0% | 0.07% | 0.0% |
| Q3 2023 | $135,250 | -3.5% | 2,691 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $140,228 | +8.2% | 2,691 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $129,572 | +7.0% | 2,691 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $121,041 | +7.1% | 2,691 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $113,000 | -5.0% | 2,691 | 0.0% | 0.07% | -9.3% |
| Q2 2022 | $119,000 | -16.8% | 2,691 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $143,000 | -4.7% | 2,691 | 0.0% | 0.09% | -11.2% |
| Q4 2021 | $150,000 | +10.3% | 2,691 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $136,000 | +0.7% | 2,691 | 0.0% | 0.10% | -8.8% |
| Q2 2021 | $135,000 | -4.3% | 2,691 | -10.9% | 0.11% | -27.6% |
| Q1 2021 | $141,000 | -38.4% | 3,021 | -42.0% | 0.16% | -41.4% |
| Q4 2020 | $229,000 | +21.8% | 5,208 | +8.9% | 0.27% | +22.0% |
| Q3 2020 | $188,000 | +118.6% | 4,783 | +101.2% | 0.22% | +129.5% |
| Q2 2020 | $86,000 | – | 2,377 | – | 0.10% | – |
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% |