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 | $504,862,214 | +25.9% | 10,044,571 | +30.6% | 0.06% | +27.3% |
| Q2 2023 | $400,880,930 | +16.4% | 7,692,975 | +7.6% | 0.04% | +4.8% |
| Q1 2023 | $344,304,246 | +107808.3% | 7,150,661 | +0.8% | 0.04% | 0.0% |
| Q4 2022 | $319,071 | +31807.1% | 7,093,612 | +59113333.3% | 0.04% | – |
| Q3 2022 | $1,000 | -100.0% | 12 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $9,565,000 | +956400.0% | 215,733 | +898787.5% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 24 | +20.0% | 0.00% | – |
| Q3 2021 | $1,000 | -80.0% | 20 | -80.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | -99.6% | 100 | -99.6% | 0.00% | – |
| Q3 2020 | $1,082,000 | +4.7% | 27,703 | -2.8% | 0.00% | – |
| Q2 2020 | $1,033,000 | – | 28,503 | – | 0.00% | – |
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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% |