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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,765,784 | +5.7% | 49,477 | -5.0% | 1.30% | -16.1% |
| Q3 2023 | $2,617,709 | -3.9% | 52,083 | -0.4% | 1.55% | -9.4% |
| Q2 2023 | $2,724,069 | +7.9% | 52,275 | -0.3% | 1.71% | -2.1% |
| Q1 2023 | $2,524,955 | +6.2% | 52,439 | -0.8% | 1.74% | -9.7% |
| Q4 2022 | $2,378,063 | -5.6% | 52,869 | -11.9% | 1.93% | +1.6% |
| Q3 2022 | $2,520,000 | -5.5% | 60,020 | -0.2% | 1.90% | +0.8% |
| Q2 2022 | $2,667,000 | -17.3% | 60,141 | -0.8% | 1.89% | +17.1% |
| Q1 2022 | $3,223,000 | -7.8% | 60,655 | -3.1% | 1.61% | +7.0% |
| Q4 2021 | $3,496,000 | +9.2% | 62,621 | -1.3% | 1.51% | +9.8% |
| Q3 2021 | $3,200,000 | -0.6% | 63,420 | -0.8% | 1.37% | -23.0% |
| Q2 2021 | $3,218,000 | +1.9% | 63,938 | -5.6% | 1.78% | -19.7% |
| Q1 2021 | $3,158,000 | +6.0% | 67,745 | 0.0% | 2.22% | -15.0% |
| Q4 2020 | $2,978,000 | +11.7% | 67,745 | 0.0% | 2.61% | +0.8% |
| Q3 2020 | $2,666,000 | – | 67,745 | – | 2.59% | – |
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% |