SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,870,423 | +21.4% | 1,350,386 | +25.8% | 29.62% | +25.2% |
| Q2 2023 | $55,924,238 | +9.7% | 1,073,196 | +1.3% | 23.66% | +0.2% |
| Q1 2023 | $50,995,615 | +7.7% | 1,059,099 | +0.6% | 23.61% | +0.3% |
| Q4 2022 | $47,333,702 | +0.6% | 1,052,328 | -6.0% | 23.53% | -1.3% |
| Q3 2022 | $47,031,000 | -5.4% | 1,120,058 | -0.1% | 23.85% | +3.5% |
| Q2 2022 | $49,723,000 | -15.5% | 1,121,405 | +1.2% | 23.04% | -1.4% |
| Q1 2022 | $58,850,000 | +36.3% | 1,107,675 | +43.3% | 23.38% | +43.9% |
| Q4 2021 | $43,165,000 | – | 773,161 | – | 16.24% | – |
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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% |