SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,031,048 | +9.5% | 339,534 | +13.8% | 7.90% | +16.5% |
| Q2 2023 | $15,547,982 | +9.2% | 298,368 | +2.5% | 6.78% | +5.9% |
| Q1 2023 | $14,236,605 | +0.3% | 291,137 | -1.1% | 6.40% | -0.8% |
| Q4 2022 | $14,189,957 | +15.0% | 294,336 | +1.0% | 6.46% | +2.3% |
| Q3 2022 | $12,337,000 | -4.4% | 291,458 | +4.9% | 6.31% | +2.4% |
| Q2 2022 | $12,910,000 | +2.0% | 277,809 | +10.0% | 6.16% | +8.1% |
| Q1 2022 | $12,652,000 | +24.9% | 252,537 | +36.2% | 5.70% | +34.2% |
| Q4 2021 | $10,133,000 | +4.2% | 185,483 | +2.9% | 4.25% | +1.7% |
| Q3 2021 | $9,729,000 | – | 180,325 | – | 4.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |