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 | $5,249,099 | -4.1% | 104,439 | -0.6% | 3.23% | -1.9% |
| Q2 2023 | $5,475,412 | +20.3% | 105,074 | +11.1% | 3.29% | +13.0% |
| Q1 2023 | $4,553,030 | +9.5% | 94,559 | +2.3% | 2.91% | +2.4% |
| Q4 2022 | $4,158,342 | +8.1% | 92,449 | +1.0% | 2.84% | -5.3% |
| Q3 2022 | $3,845,000 | -1.0% | 91,574 | +4.5% | 3.00% | +7.4% |
| Q2 2022 | $3,884,000 | -12.6% | 87,595 | +4.7% | 2.80% | -0.9% |
| Q1 2022 | $4,446,000 | -1.4% | 83,674 | +3.7% | 2.82% | +1.8% |
| Q4 2021 | $4,507,000 | +4.7% | 80,721 | +2.5% | 2.77% | -1.4% |
| Q3 2021 | $4,305,000 | – | 78,747 | – | 2.81% | – |
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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% |