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 | $415,298 | -26.7% | 8,263 | -24.0% | 0.45% | +0.9% |
| Q2 2023 | $566,436 | +24.7% | 10,870 | +15.2% | 0.44% | +15.9% |
| Q1 2023 | $454,247 | +22.3% | 9,434 | +14.2% | 0.38% | +13.3% |
| Q4 2022 | $371,535 | +42.9% | 8,260 | +33.5% | 0.34% | +5.9% |
| Q3 2022 | $260,000 | -7.1% | 6,188 | -2.0% | 0.32% | +15.5% |
| Q2 2022 | $280,000 | -10.8% | 6,312 | +6.7% | 0.28% | +3.0% |
| Q1 2022 | $314,000 | -41.4% | 5,916 | -38.4% | 0.27% | -34.9% |
| Q4 2021 | $536,000 | +105.4% | 9,607 | +86.0% | 0.41% | +79.6% |
| Q3 2021 | $261,000 | – | 5,164 | – | 0.23% | – |
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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% |