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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $495,931 | -23.1% | 9,517 | -29.0% | 0.22% | +37.7% |
| Q1 2023 | $645,103 | +89.8% | 13,395 | +77.2% | 0.16% | -1.8% |
| Q4 2022 | $339,959 | -42.8% | 7,558 | -46.6% | 0.16% | -59.0% |
| Q3 2022 | $594,000 | -96.9% | 14,144 | -96.8% | 0.40% | -77.7% |
| Q2 2022 | $19,457,000 | +706.7% | 438,820 | +866.8% | 1.80% | +148.8% |
| Q1 2022 | $2,412,000 | -96.0% | 45,389 | -95.8% | 0.72% | -84.6% |
| Q4 2021 | $60,632,000 | +1815.1% | 1,086,004 | +1630.9% | 4.72% | +391.4% |
| Q3 2021 | $3,166,000 | -93.2% | 62,742 | -93.2% | 0.96% | -80.3% |
| Q2 2021 | $46,663,000 | – | 927,139 | – | 4.87% | – |
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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% |