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 | $280,057 | -60.5% | 5,572 | -59.1% | 0.05% | -54.9% |
| Q2 2023 | $709,434 | +66.7% | 13,614 | +54.1% | 0.11% | +43.0% |
| Q1 2023 | $425,461 | +23.7% | 8,836 | +18.3% | 0.08% | -1.2% |
| Q4 2022 | $343,909 | -7.1% | 7,468 | -15.1% | 0.08% | -24.5% |
| Q3 2022 | $370,000 | -46.1% | 8,800 | -43.1% | 0.11% | -38.4% |
| Q2 2022 | $686,000 | +54.5% | 15,473 | +85.2% | 0.17% | +62.3% |
| Q1 2022 | $444,000 | – | 8,354 | – | 0.11% | – |
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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% |