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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,810,985 | -4.9% | 732,411 | -1.4% | 10.26% | +0.3% |
| Q2 2023 | $38,708,904 | -16.4% | 742,830 | -22.8% | 10.23% | -20.4% |
| Q1 2023 | $46,302,228 | +11.8% | 961,624 | +4.5% | 12.85% | +5.3% |
| Q4 2022 | $41,409,581 | +16.6% | 920,622 | +8.9% | 12.20% | +3.4% |
| Q3 2022 | $35,513,000 | -3.0% | 845,744 | +2.4% | 11.80% | -1.5% |
| Q2 2022 | $36,611,000 | +6.5% | 825,694 | +27.6% | 11.98% | +10.8% |
| Q1 2022 | $34,369,000 | -5.5% | 646,889 | -0.7% | 10.81% | -7.3% |
| Q4 2021 | $36,368,000 | +4.4% | 651,411 | -5.7% | 11.66% | -5.9% |
| Q3 2021 | $34,842,000 | +12.9% | 690,478 | +12.6% | 12.40% | +11.9% |
| Q2 2021 | $30,850,000 | +13.3% | 612,946 | +4.9% | 11.07% | +6.6% |
| Q1 2021 | $27,231,000 | +11.3% | 584,219 | +4.9% | 10.38% | +3.9% |
| Q4 2020 | $24,475,000 | +21.6% | 556,755 | +8.8% | 10.00% | +7.6% |
| Q3 2020 | $20,132,000 | +10.6% | 511,593 | +1.9% | 9.29% | +5.3% |
| Q2 2020 | $18,199,000 | +52.6% | 502,027 | +27.3% | 8.82% | +10.8% |
| Q1 2020 | $11,928,000 | +10.8% | 394,299 | +38.6% | 7.96% | +13.2% |
| Q4 2019 | $10,763,000 | – | 284,583 | – | 7.03% | – |
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% |