SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,392,604 | +1.6% | 27,708 | +5.4% | 0.56% | +6.5% |
| Q2 2023 | $1,370,024 | +16.3% | 26,291 | +7.5% | 0.53% | +13.1% |
| Q1 2023 | $1,178,134 | +19.3% | 24,468 | +11.5% | 0.47% | +14.5% |
| Q4 2022 | $987,356 | +12.3% | 21,951 | +4.8% | 0.41% | +6.3% |
| Q3 2022 | $879,439 | +31.1% | 20,944 | +38.4% | 0.38% | +38.3% |
| Q2 2022 | $670,909 | -7.3% | 15,131 | +11.1% | 0.28% | +3.4% |
| Q1 2022 | $723,577 | +78.3% | 13,619 | +87.4% | 0.27% | +81.1% |
| Q4 2021 | $405,772 | – | 7,268 | – | 0.15% | – |
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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% |