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 ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 2,228,300 | $98,803,000 | 32.61% |
| Brown Financial Advisory | 680,146 | $30,158,000 | 32.30% |
| AFFINIA FINANCIAL GROUP, LLC | 796,715 | $36,418,000 | 30.66% |
| Stadion Money Management, LLC | 7,728,083 | $342,663,000 | 27.75% |
| New Perspectives, Inc | 754,275 | $33,444,542 | 27.24% |
| Buttonwood Financial Group, LLC | 612,547 | $27,160,000 | 26.58% |
| Lloyd Advisory Services, LLC. | 707,677 | $31,377,000 | 24.43% |
| West Wealth Group, LLC | 1,121,405 | $49,723,000 | 23.04% |
| CCG WEALTH MANAGEMENT, LLC | 743,930 | $32,986,000 | 18.58% |
| Private Wealth Group, LLC | 332,135 | $14,727,000 | 18.23% |