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 | $1,191,363 | +47.4% | 23,704 | +52.8% | 0.11% | +20.2% |
| Q2 2023 | $808,330 | +17.2% | 15,512 | +8.3% | 0.09% | +14.6% |
| Q1 2023 | $689,556 | +56.0% | 14,321 | +45.7% | 0.08% | +39.0% |
| Q4 2022 | $441,956 | +7.8% | 9,826 | +0.6% | 0.06% | -4.8% |
| Q3 2022 | $410,000 | -5.3% | 9,770 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $433,000 | -30.7% | 9,770 | -16.9% | 0.06% | -22.0% |
| Q1 2022 | $625,000 | -2.2% | 11,760 | +2.7% | 0.08% | -3.5% |
| Q4 2021 | $639,000 | – | 11,453 | – | 0.08% | – |
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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% |