SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 595 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,522,661 | +89.6% | 100,548 | +77.0% | 2.04% | +73.4% |
| Q3 2022 | $2,385,000 | +95.3% | 56,795 | +106.2% | 1.18% | +100.7% |
| Q2 2022 | $1,221,000 | -13.4% | 27,537 | +3.8% | 0.59% | -36.1% |
| Q1 2022 | $1,410,000 | +32.6% | 26,537 | +39.4% | 0.92% | +52.2% |
| Q4 2021 | $1,063,000 | +323.5% | 19,043 | +283.5% | 0.60% | +284.1% |
| Q3 2021 | $251,000 | – | 4,966 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |