SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,445,110 | -7.3% | 28,764 | -0.9% | 1.10% | -0.5% |
| Q2 2023 | $1,558,840 | +1.9% | 29,012 | -9.2% | 1.10% | -3.7% |
| Q1 2023 | $1,530,345 | +11.1% | 31,942 | +7.9% | 1.14% | +10.1% |
| Q4 2022 | $1,377,023 | +37.6% | 29,607 | +24.3% | 1.04% | +19.3% |
| Q3 2022 | $1,001,000 | +38.8% | 23,828 | +49.4% | 0.87% | +54.8% |
| Q2 2022 | $721,000 | -29.1% | 15,953 | -26.5% | 0.56% | -26.8% |
| Q1 2022 | $1,017,000 | +51.8% | 21,701 | +65.1% | 0.77% | +46.3% |
| Q4 2021 | $670,000 | – | 13,147 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,680,878 | $73,891,000 | 32.51% |
| Private Wealth Group, LLC | 777,163 | $34,164,000 | 28.45% |
| AFFINIA FINANCIAL GROUP, LLC | 787,419 | $34,615,000 | 24.05% |
| Stadion Money Management, LLC | 13,596,575 | $597,705,000 | 21.77% |
| Brown Financial Advisory | 520,033 | $22,861,000 | 20.26% |
| Clear Perspective Advisors, LLC | 792,207 | $34,825,000 | 14.23% |
| Detalus Advisors, LLC | 498,688 | $21,922,000 | 13.78% |
| O'Dell Group, LLC | 781,310 | $34,346,000 | 13.37% |
| CCG WEALTH MANAGEMENT, LLC | 272,937 | $11,998,000 | 12.65% |
| Wealthcare Advisory Partners LLC | 3,224,579 | $141,752,000 | 12.59% |