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 | $1,198,479 | +12.7% | 21,440 | +1.3% | 0.53% | -1.1% |
| Q3 2023 | $1,063,386 | -2.9% | 21,158 | +0.6% | 0.53% | -5.8% |
| Q2 2023 | $1,095,701 | +625.7% | 21,027 | +570.5% | 0.57% | +543.2% |
| Q1 2023 | $150,984 | +27.5% | 3,136 | +19.1% | 0.09% | +15.8% |
| Q4 2022 | $118,374 | +141.6% | 2,632 | +124.0% | 0.08% | +123.5% |
| Q3 2022 | $49,000 | -22.2% | 1,175 | -15.8% | 0.03% | -15.0% |
| Q2 2022 | $63,000 | +950.0% | 1,396 | +1157.7% | 0.04% | +1233.3% |
| Q1 2022 | $6,000 | +100.0% | 111 | +48.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | – | 75 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |