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 | $195,059 | -2.3% | 3,881 | +1.3% | 0.07% | 0.0% |
| Q2 2023 | $199,633 | +2.3% | 3,831 | -5.5% | 0.07% | -7.0% |
| Q1 2023 | $195,200 | -12.4% | 4,054 | -23.6% | 0.07% | -32.4% |
| Q4 2022 | $222,883 | -0.1% | 5,308 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $223,000 | -1.3% | 5,308 | +5.4% | 0.10% | -13.9% |
| Q2 2022 | $226,000 | +22.2% | 5,036 | +44.6% | 0.12% | +32.6% |
| Q1 2022 | $185,000 | +33.1% | 3,482 | +39.6% | 0.09% | +31.4% |
| Q4 2021 | $139,000 | +24.1% | 2,495 | +12.6% | 0.07% | +11.1% |
| Q3 2021 | $112,000 | +7.7% | 2,215 | +9.8% | 0.06% | +8.6% |
| Q2 2021 | $104,000 | +65.1% | 2,017 | +48.7% | 0.06% | +38.1% |
| Q1 2021 | $63,000 | +16.7% | 1,356 | +10.5% | 0.04% | +5.0% |
| Q4 2020 | $54,000 | +260.0% | 1,227 | +149.4% | 0.04% | +166.7% |
| Q1 2020 | $15,000 | – | 492 | – | 0.02% | – |
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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% |