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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $30,928 | -99.9% | 687,598 | -8.2% | 21.50% | -6.4% |
| Q3 2022 | $31,460,000 | +0.3% | 749,223 | +5.9% | 22.97% | -6.0% |
| Q2 2022 | $31,377,000 | -12.6% | 707,677 | +4.7% | 24.43% | +46.1% |
| Q1 2022 | $35,908,000 | +4.6% | 675,996 | +10.0% | 16.73% | +5.8% |
| Q4 2021 | $34,318,000 | +12.0% | 614,688 | +1.2% | 15.82% | +0.4% |
| Q3 2021 | $30,635,000 | -2.6% | 607,113 | -2.8% | 15.76% | -0.8% |
| Q2 2021 | $31,449,000 | +8.3% | 624,763 | +0.3% | 15.89% | +0.7% |
| Q1 2021 | $29,027,000 | +4245.4% | 622,592 | +3996.0% | 15.78% | +4224.4% |
| Q4 2020 | $668,000 | +6.7% | 15,200 | -4.4% | 0.36% | -3.9% |
| Q3 2020 | $626,000 | +943.3% | 15,907 | +904.2% | 0.38% | +590.9% |
| Q4 2019 | $60,000 | – | 1,584 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |