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 | $13,804,604 | -32.0% | 216,917 | -36.5% | 5.08% | -36.8% |
Q1 2024 | $20,311,819 | +0.5% | 341,605 | -2.4% | 8.04% | +0.2% |
Q4 2023 | $20,212,493 | +18.7% | 349,879 | +3.0% | 8.02% | +1.5% |
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% | – |
Download |
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% |