SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 615 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,969,238 | +34.5% | 30,769 | +29.3% | 0.55% | +14.9% |
| Q1 2024 | $1,464,428 | +9.5% | 23,800 | -0.5% | 0.48% | -5.7% |
| Q4 2023 | $1,337,579 | +6.6% | 23,928 | -4.1% | 0.51% | -16.4% |
| Q3 2023 | $1,254,502 | +86837.1% | 24,960 | -9.9% | 0.60% | -12.9% |
| Q2 2023 | $1,443 | +8.5% | 27,705 | +0.3% | 0.70% | -13.9% |
| Q1 2023 | $1,330 | -1.0% | 27,613 | -7.6% | 0.81% | -16.1% |
| Q4 2022 | $1,344 | -99.9% | 29,886 | +1.0% | 0.96% | -16.3% |
| Q3 2022 | $1,242,000 | -5.2% | 29,583 | +0.1% | 1.15% | -26.5% |
| Q2 2022 | $1,310,000 | -17.6% | 29,551 | -1.3% | 1.56% | -34.2% |
| Q1 2022 | $1,590,000 | – | 29,931 | – | 2.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 805,362 | $33,812,000 | 35.15% |
| Peterson Wealth Advisors, LLC | 2,257,989 | $94,813,000 | 31.84% |
| Stadion Money Management, LLC | 8,631,931 | $362,455,000 | 31.27% |
| Brown Financial Advisory | 771,603 | $32,400,000 | 31.10% |
| AFFINIA FINANCIAL GROUP, LLC | 611,635 | $25,646,000 | 28.94% |
| New Perspectives, Inc | 764,433 | $32,099 | 27.64% |
| West Wealth Group, LLC | 1,120,058 | $47,031,000 | 23.85% |
| Lloyd Advisory Services, LLC. | 749,223 | $31,460,000 | 22.97% |
| CCG WEALTH MANAGEMENT, LLC | 716,269 | $30,076,000 | 18.36% |
| Crown Wealth Group, LLC | 408,788 | $17,165,000 | 17.60% |