SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 615 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $363,019 | +17.5% | 5,672 | +12.9% | 0.20% | +11.4% |
| Q1 2024 | $309,014 | -24.9% | 5,022 | -31.7% | 0.18% | -28.6% |
| Q4 2023 | $411,322 | -95.5% | 7,358 | -95.9% | 0.24% | -95.9% |
| Q3 2023 | $9,051,480 | -5.7% | 180,093 | -2.3% | 5.91% | -6.4% |
| Q2 2023 | $9,601,408 | +1061.8% | 184,253 | +973.5% | 6.31% | +1201.2% |
| Q1 2023 | $826,447 | +94.1% | 17,164 | +81.3% | 0.48% | +78.3% |
| Q4 2022 | $425,781 | -92.8% | 9,466 | -93.3% | 0.27% | -93.4% |
| Q3 2022 | $5,930,000 | +3.5% | 141,231 | +9.3% | 4.13% | +10.1% |
| Q2 2022 | $5,731,000 | +60.2% | 129,257 | +92.0% | 3.75% | +81.7% |
| Q1 2022 | $3,577,000 | – | 67,318 | – | 2.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 939,709 | $52,464,000 | 35.56% |
| Peterson Wealth Advisors, LLC | 2,001,845 | $111,763,000 | 32.23% |
| Stadion Money Management, LLC | 10,166,170 | $567,577,000 | 29.65% |
| Brown Financial Advisory | 595,490 | $33,246,000 | 29.15% |
| New Perspectives, Inc | 714,239 | $39,876,000 | 28.21% |
| AFFINIA FINANCIAL GROUP, LLC | 772,947 | $41,484,000 | 26.97% |
| Clear Perspective Advisors, LLC | 1,011,305 | $56,461,000 | 17.14% |
| West Wealth Group, LLC | 773,161 | $43,165,000 | 16.24% |
| CCG WEALTH MANAGEMENT, LLC | 554,249 | $30,944,000 | 16.13% |
| Lloyd Advisory Services, LLC. | 614,688 | $34,318,000 | 15.82% |