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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,284,101 | +2.9% | 477,509 | -5.7% | 17.52% | -3.6% |
| Q1 2023 | $24,564,987 | -7.6% | 506,312 | -12.5% | 18.18% | -19.5% |
| Q4 2022 | $26,574,599 | +3.6% | 578,589 | -5.4% | 22.60% | -21.9% |
| Q3 2022 | $25,646,000 | -29.6% | 611,635 | -23.2% | 28.94% | -5.6% |
| Q2 2022 | $36,418,000 | -11.5% | 796,715 | +1.3% | 30.66% | -2.6% |
| Q1 2022 | $41,128,000 | -0.9% | 786,687 | +1.8% | 31.48% | +16.7% |
| Q4 2021 | $41,484,000 | -2.9% | 772,947 | -3.8% | 26.97% | -1.1% |
| Q3 2021 | $42,721,000 | +4.5% | 803,182 | +1.4% | 27.28% | +10.7% |
| Q2 2021 | $40,882,000 | +5.3% | 791,974 | +0.5% | 24.64% | +1.8% |
| Q1 2021 | $38,842,000 | +12.2% | 788,359 | +0.1% | 24.21% | +0.6% |
| Q4 2020 | $34,615,000 | +12.4% | 787,419 | +0.6% | 24.05% | +11.1% |
| Q3 2020 | $30,789,000 | +9.9% | 782,439 | +1.2% | 21.66% | -6.4% |
| Q2 2020 | $28,025,000 | +23.1% | 773,091 | +2.8% | 23.13% | +9.5% |
| Q1 2020 | $22,760,000 | – | 752,396 | – | 21.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |