SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 611 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,684 | +26.7% | 6,442 | +17.1% | 0.23% | +14.6% |
| Q1 2023 | $264,854 | -12.0% | 5,501 | -17.8% | 0.20% | -17.5% |
| Q4 2022 | $301,024 | +6.4% | 6,692 | -0.8% | 0.24% | +6.7% |
| Q3 2022 | $283,000 | -20.7% | 6,743 | -16.2% | 0.22% | -24.5% |
| Q2 2022 | $357,000 | -59.8% | 8,044 | -49.4% | 0.30% | -65.6% |
| Q1 2022 | $888,000 | 0.0% | 15,898 | 0.0% | 0.87% | 0.0% |
| Q4 2021 | $888,000 | +54.7% | 15,898 | +39.7% | 0.87% | +60.9% |
| Q3 2021 | $574,000 | -2.9% | 11,383 | -3.1% | 0.54% | -2.2% |
| Q2 2021 | $591,000 | – | 11,745 | – | 0.55% | – |
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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% |