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 | $92,563 | -3.4% | 1,842 | +0.2% | 0.05% | 0.0% |
| Q2 2023 | $95,819 | +8.4% | 1,839 | +0.2% | 0.05% | 0.0% |
| Q1 2023 | $88,394 | +7.2% | 1,836 | +0.2% | 0.05% | -2.1% |
| Q4 2022 | $82,443 | +312.2% | 1,833 | +291.7% | 0.05% | +300.0% |
| Q3 2022 | $20,000 | -4.8% | 468 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $21,000 | -16.0% | 468 | +0.2% | 0.01% | +8.3% |
| Q1 2022 | $25,000 | +25.0% | 467 | +32.3% | 0.01% | +33.3% |
| Q4 2021 | $20,000 | +11.1% | 353 | +0.6% | 0.01% | -18.2% |
| Q3 2021 | $18,000 | +12.5% | 351 | +8.7% | 0.01% | +10.0% |
| Q2 2021 | $16,000 | +6.7% | 323 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $15,000 | – | 323 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Group, LLC | 1,007,617 | $50,713,000 | 33.55% |
| Peterson Wealth Advisors, LLC | 1,864,845 | $93,858,000 | 33.29% |
| New Perspectives, Inc | 750,902 | $37,793,000 | 29.35% |
| Stadion Money Management, LLC | 11,555,716 | $581,599,000 | 29.32% |
| AFFINIA FINANCIAL GROUP, LLC | 791,974 | $40,882,000 | 24.64% |
| Brown Financial Advisory | 560,543 | $28,212,000 | 23.52% |
| CCG WEALTH MANAGEMENT, LLC | 407,760 | $20,523,000 | 15.94% |
| Lloyd Advisory Services, LLC. | 624,763 | $31,449,000 | 15.89% |
| Clear Perspective Advisors, LLC | 844,100 | $42,484,000 | 14.75% |
| KWB Wealth | 1,473,254 | $68,668,000 | 13.17% |