SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 624 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $311,648 | +23.3% | 4,869 | +7.7% | 0.14% | +5.2% |
| Q4 2023 | $252,711 | +11.4% | 4,521 | +0.1% | 0.14% | +7.1% |
| Q3 2023 | $226,930 | -3.4% | 4,515 | +0.1% | 0.13% | -6.0% |
| Q2 2023 | $234,995 | +9.9% | 4,510 | +0.1% | 0.13% | -0.7% |
| Q1 2023 | $213,803 | +5.7% | 4,504 | +0.1% | 0.14% | +2.3% |
| Q4 2022 | $202,340 | -2.3% | 4,498 | -3.8% | 0.13% | -7.7% |
| Q2 2022 | $207,000 | -13.0% | 4,677 | +4.2% | 0.14% | -0.7% |
| Q1 2022 | $238,000 | -9.5% | 4,488 | -4.7% | 0.14% | -15.8% |
| Q4 2021 | $263,000 | +10.5% | 4,711 | 0.0% | 0.17% | -2.8% |
| Q3 2021 | $238,000 | +0.4% | 4,711 | 0.0% | 0.18% | -4.3% |
| Q2 2021 | $237,000 | -24.5% | 4,711 | -30.1% | 0.18% | -37.4% |
| Q1 2021 | $314,000 | +9.8% | 6,739 | +3.6% | 0.29% | -3.3% |
| Q4 2020 | $286,000 | – | 6,507 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,601,302 | $58,047,000 | 30.92% |
| Private Wealth Group, LLC | 827,111 | $29,983,000 | 24.62% |
| AFFINIA FINANCIAL GROUP, LLC | 773,091 | $28,025,000 | 23.13% |
| Stadion Money Management, LLC | 14,531,579 | $526,770,000 | 21.49% |
| O'Dell Group, LLC | 825,895 | $29,939,000 | 15.69% |
| Clear Perspective Advisors, LLC | 737,372 | $26,730,000 | 14.58% |
| Wealthcare Advisory Partners LLC | 3,225,381 | $116,920,000 | 14.57% |
| Detalus Advisors, LLC | 515,312 | $18,680,000 | 14.44% |
| Compass Ion Advisors, LLC | 440,128 | $15,955,000 | 14.23% |
| AlphaStar Capital Management, LLC | 1,475,031 | $55,756,000 | 11.91% |