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 | $934,364 | -9.7% | 18,706 | -5.6% | 0.31% | -14.4% |
| Q2 2023 | $1,034,964 | +1.2% | 19,823 | -6.8% | 0.36% | -12.2% |
| Q1 2023 | $1,022,329 | +6.2% | 21,272 | -0.3% | 0.41% | -4.0% |
| Q4 2022 | $962,573 | +0.7% | 21,329 | -0.9% | 0.43% | -9.3% |
| Q3 2022 | $956,000 | -2.0% | 21,514 | -1.3% | 0.47% | -9.1% |
| Q2 2022 | $976,000 | -16.7% | 21,789 | -0.0% | 0.52% | -12.8% |
| Q1 2022 | $1,171,000 | -6.5% | 21,791 | -2.2% | 0.60% | +3.7% |
| Q4 2021 | $1,252,000 | +3.3% | 22,283 | -7.3% | 0.57% | -6.5% |
| Q3 2021 | $1,212,000 | +3.2% | 24,028 | +4.4% | 0.61% | +2.8% |
| Q2 2021 | $1,174,000 | +32.8% | 23,018 | +27.9% | 0.60% | +30.3% |
| Q1 2021 | $884,000 | +21.9% | 17,990 | +12.0% | 0.46% | +2.7% |
| Q4 2020 | $725,000 | – | 16,068 | – | 0.45% | – |
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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% |