SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,422,426 | -4.8% | 147,681 | -1.3% | 2.95% | +1.4% |
| Q2 2023 | $7,796,368 | +17.3% | 149,614 | +8.4% | 2.91% | +6.8% |
| Q1 2023 | $6,644,575 | +13.8% | 137,997 | +6.3% | 2.72% | +6.7% |
| Q4 2022 | $5,836,519 | +7.9% | 129,758 | +0.7% | 2.55% | +3.7% |
| Q3 2022 | $5,408,000 | +15.7% | 128,793 | +22.2% | 2.46% | +20.9% |
| Q2 2022 | $4,674,000 | -31.8% | 105,404 | -18.3% | 2.03% | -18.5% |
| Q1 2022 | $6,854,000 | +0.8% | 128,997 | +5.9% | 2.49% | +2.3% |
| Q4 2021 | $6,800,000 | +18.2% | 121,791 | +6.8% | 2.44% | +5.5% |
| Q3 2021 | $5,754,000 | -3.7% | 114,034 | -3.9% | 2.31% | -6.6% |
| Q2 2021 | $5,973,000 | -3.2% | 118,678 | -10.4% | 2.47% | -14.5% |
| Q1 2021 | $6,173,000 | +6.9% | 132,444 | +0.8% | 2.89% | -4.0% |
| Q4 2020 | $5,775,000 | +22.4% | 131,373 | +9.6% | 3.01% | -1.5% |
| Q3 2020 | $4,718,000 | +10.9% | 119,891 | +2.2% | 3.06% | -3.4% |
| Q2 2020 | $4,253,000 | +17.6% | 117,321 | -1.9% | 3.17% | -4.2% |
| Q1 2020 | $3,617,000 | +110.4% | 119,570 | +163.1% | 3.30% | +145.2% |
| Q4 2019 | $1,719,000 | – | 45,451 | – | 1.35% | – |
Download | ||||||
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% |