SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,237,761 | +3263.0% | 203,696 | +3386.8% | 0.05% | +4600.0% |
| Q2 2023 | $304,427 | -4.5% | 5,842 | -11.8% | 0.00% | 0.0% |
| Q1 2023 | $318,849 | +12.4% | 6,622 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $283,599 | +559.5% | 6,305 | +520.6% | 0.00% | – |
| Q3 2022 | $43,000 | +126.3% | 1,016 | +138.5% | 0.00% | – |
| Q2 2022 | $19,000 | -62.0% | 426 | -54.4% | 0.00% | – |
| Q1 2022 | $50,000 | +108.3% | 935 | +119.5% | 0.00% | – |
| Q4 2021 | $24,000 | +14.3% | 426 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | 0.0% | 426 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | -73.8% | 426 | -75.3% | 0.00% | – |
| Q1 2021 | $80,000 | +5.3% | 1,726 | 0.0% | 0.00% | – |
| Q4 2020 | $76,000 | +11.8% | 1,726 | 0.0% | 0.00% | – |
| Q3 2020 | $68,000 | +7.9% | 1,726 | 0.0% | 0.00% | – |
| Q2 2020 | $63,000 | +8.6% | 1,726 | -9.9% | 0.00% | – |
| Q1 2020 | $58,000 | -19.4% | 1,915 | 0.0% | 0.00% | – |
| Q4 2019 | $72,000 | -36.3% | 1,915 | -41.1% | 0.00% | -100.0% |
| Q3 2019 | $113,000 | +0.9% | 3,249 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $112,000 | +3.7% | 3,249 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $108,000 | -6.9% | 3,249 | -18.3% | 0.00% | 0.0% |
| Q4 2018 | $116,000 | +11.5% | 3,977 | +30.0% | 0.00% | 0.0% |
| Q3 2018 | $104,000 | -23.0% | 3,060 | -27.7% | 0.00% | 0.0% |
| Q2 2018 | $135,000 | +1025.0% | 4,235 | +1035.4% | 0.00% | – |
| Q1 2018 | $12,000 | – | 373 | – | 0.00% | – |
Download | ||||||
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% |