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 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 ↓ |
|---|---|---|---|
| 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% |