SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 690 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,424 | +3.6% | 3,491 | -0.4% | 0.12% | +1.7% |
| Q1 2024 | $215,601 | +10.1% | 3,504 | +0.0% | 0.12% | 0.0% |
| Q4 2023 | $195,818 | +11.2% | 3,503 | 0.0% | 0.12% | +0.9% |
| Q3 2023 | $176,061 | +30.1% | 3,503 | +24.6% | 0.11% | +25.3% |
| Q1 2023 | $135,350 | +7.0% | 2,811 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $126,439 | +7.2% | 2,811 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $118,000 | -5.6% | 2,811 | 0.0% | 0.10% | -2.1% |
| Q2 2022 | $125,000 | -16.1% | 2,811 | +0.2% | 0.10% | +7.8% |
| Q1 2022 | $149,000 | +2.8% | 2,805 | +7.8% | 0.09% | +9.8% |
| Q4 2021 | $145,000 | +10.7% | 2,603 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $131,000 | +10.1% | 2,603 | +10.1% | 0.08% | +6.8% |
| Q2 2021 | $119,000 | +8.2% | 2,365 | 0.0% | 0.07% | -3.9% |
| Q1 2021 | $110,000 | +5.8% | 2,365 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $104,000 | – | 2,365 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |