SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,523,117 | -30.1% | 269,063 | -27.6% | 2.02% | -19.2% |
| Q2 2023 | $19,353,289 | -3.8% | 371,393 | -11.1% | 2.50% | -5.2% |
| Q1 2023 | $20,107,477 | +26.1% | 417,601 | +17.8% | 2.64% | +19.3% |
| Q4 2022 | $15,946,790 | +53.8% | 354,531 | +43.6% | 2.21% | +32.5% |
| Q3 2022 | $10,369,000 | +42.5% | 246,951 | +50.4% | 1.67% | +49.9% |
| Q2 2022 | $7,279,000 | +98.8% | 164,162 | +138.2% | 1.12% | +126.2% |
| Q1 2022 | $3,662,000 | +311.0% | 68,917 | +331.7% | 0.49% | +317.8% |
| Q4 2021 | $891,000 | +132.6% | 15,964 | +121.2% | 0.12% | +126.9% |
| Q3 2021 | $383,000 | – | 7,218 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |