SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937,045 | -8.5% | 18,644 | -5.1% | 0.84% | -5.9% |
| Q2 2023 | $1,023,677 | +8.0% | 19,645 | -0.2% | 0.89% | +2.0% |
| Q1 2023 | $948,123 | +1.8% | 19,691 | -4.9% | 0.87% | -4.7% |
| Q4 2022 | $931,597 | -0.5% | 20,711 | -1.9% | 0.91% | -5.3% |
| Q2 2022 | $936,000 | -25.4% | 21,105 | -10.6% | 0.96% | -12.0% |
| Q1 2022 | $1,254,000 | +1.5% | 23,597 | +0.9% | 1.10% | -1.2% |
| Q4 2021 | $1,235,000 | – | 23,382 | – | 1.11% | – |
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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% |