SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,204,313 | -2.1% | 63,755 | +1.5% | 0.62% | -0.8% |
| Q2 2023 | $3,273,079 | +26.8% | 62,811 | +17.2% | 0.62% | +19.4% |
| Q1 2023 | $2,581,279 | +25.3% | 53,609 | +17.1% | 0.52% | +13.8% |
| Q4 2022 | $2,059,957 | +27.7% | 45,797 | +19.2% | 0.46% | +19.3% |
| Q3 2022 | $1,612,849 | +100.6% | 38,410 | +111.9% | 0.38% | +101.0% |
| Q2 2022 | $803,822 | +108.0% | 18,129 | +149.3% | 0.19% | +135.8% |
| Q1 2022 | $386,437 | – | 7,273 | – | 0.08% | – |
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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% |