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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,195 | -12.1% | 23,442 | -8.8% | 1.27% | -16.7% |
| Q2 2023 | $1,340,061 | +5.1% | 25,716 | -2.9% | 1.52% | -16.8% |
| Q1 2023 | $1,275,108 | +2.4% | 26,482 | -4.3% | 1.83% | +2.5% |
| Q4 2022 | $1,245,316 | +18.6% | 27,686 | +10.7% | 1.79% | +25.0% |
| Q3 2022 | $1,050,000 | -2.1% | 25,003 | +3.4% | 1.43% | +6.0% |
| Q2 2022 | $1,073,000 | -4.4% | 24,191 | +14.5% | 1.35% | +24.9% |
| Q1 2022 | $1,122,000 | -4.3% | 21,125 | +0.7% | 1.08% | +9.0% |
| Q4 2021 | $1,172,000 | +19.5% | 20,984 | +8.0% | 0.99% | +8.7% |
| Q3 2021 | $981,000 | -17.2% | 19,435 | -17.4% | 0.91% | -17.6% |
| Q2 2021 | $1,185,000 | +22.8% | 23,540 | +13.7% | 1.11% | +15.1% |
| Q1 2021 | $965,000 | – | 20,697 | – | 0.96% | – |
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% |