SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 611 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $30,913,000 | +26.1% | 553,700 | +14.0% | 11.56% | +15.0% |
| Q3 2021 | $24,511,000 | +6.7% | 485,759 | +6.4% | 10.05% | +6.5% |
| Q2 2021 | $22,977,000 | +12.6% | 456,534 | +4.3% | 9.44% | +0.7% |
| Q1 2021 | $20,400,000 | +3.3% | 437,667 | -2.6% | 9.38% | -1.6% |
| Q4 2020 | $19,756,000 | +66.9% | 449,407 | +49.4% | 9.53% | +30.9% |
| Q3 2020 | $11,840,000 | -7.1% | 300,890 | -14.5% | 7.28% | -8.4% |
| Q2 2020 | $12,751,000 | +176.7% | 351,765 | +130.9% | 7.95% | +32.0% |
| Q1 2020 | $4,609,000 | -28.5% | 152,368 | -7.6% | 6.03% | -12.6% |
| Q4 2019 | $6,444,000 | – | 164,904 | – | 6.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |