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 | $41,974,187 | -4.6% | 835,141 | -1.0% | 37.20% | +3.6% |
| Q2 2023 | $43,975,410 | +11.8% | 843,896 | +3.3% | 35.89% | -5.2% |
| Q1 2023 | $39,337,481 | +12.6% | 816,978 | +5.2% | 37.87% | +5.0% |
| Q4 2022 | $34,945,717 | +7.9% | 776,917 | +0.7% | 36.05% | +15.9% |
| Q3 2022 | $32,400,000 | +7.4% | 771,603 | +13.4% | 31.10% | -3.7% |
| Q2 2022 | $30,158,000 | -10.2% | 680,146 | +7.6% | 32.30% | +18.3% |
| Q1 2022 | $33,597,000 | +1.1% | 632,351 | +6.2% | 27.31% | -6.3% |
| Q4 2021 | $33,246,000 | +12.2% | 595,490 | +1.4% | 29.15% | +19.5% |
| Q3 2021 | $29,619,000 | +5.0% | 586,982 | +4.7% | 24.40% | +3.8% |
| Q2 2021 | $28,212,000 | +10.9% | 560,543 | +2.7% | 23.52% | +4.6% |
| Q1 2021 | $25,428,000 | +11.2% | 545,558 | +4.9% | 22.48% | +11.0% |
| Q4 2020 | $22,861,000 | – | 520,033 | – | 20.26% | – |
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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% |