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 | $8,874,624 | -0.2% | 176,574 | +3.5% | 7.25% | +3.2% |
| Q2 2023 | $8,889,080 | -7.2% | 170,583 | -14.3% | 7.02% | -13.0% |
| Q1 2023 | $9,578,961 | -7.2% | 198,940 | -13.3% | 8.07% | -13.2% |
| Q4 2022 | $10,320,706 | +6.6% | 229,451 | -0.4% | 9.30% | +0.4% |
| Q3 2022 | $9,678,000 | -6.7% | 230,474 | -1.5% | 9.26% | -9.6% |
| Q2 2022 | $10,377,000 | -25.0% | 234,023 | -10.1% | 10.25% | -5.3% |
| Q1 2022 | $13,835,000 | -6.2% | 260,393 | -1.4% | 10.82% | -10.5% |
| Q4 2021 | $14,750,000 | – | 264,196 | – | 12.08% | – |
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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% |