SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,359 | -5.7% | 5,061 | -2.2% | 0.07% | -15.9% |
| Q2 2023 | $269,620 | +9.0% | 5,174 | +0.7% | 0.09% | +15.8% |
| Q1 2023 | $247,379 | +7.3% | 5,138 | +0.2% | 0.08% | +13.4% |
| Q4 2022 | $230,567 | +7.2% | 5,126 | -0.1% | 0.07% | +4.7% |
| Q3 2022 | $215,000 | -4.4% | 5,130 | +1.3% | 0.06% | +1.6% |
| Q2 2022 | $225,000 | -95.5% | 5,066 | -94.6% | 0.06% | -94.9% |
| Q1 2022 | $4,957,000 | -21.6% | 93,180 | -17.2% | 1.25% | -33.6% |
| Q4 2021 | $6,322,000 | +10.7% | 112,518 | -0.6% | 1.88% | -3.0% |
| Q3 2021 | $5,710,000 | +1.4% | 113,159 | +1.1% | 1.93% | +2.5% |
| Q2 2021 | $5,633,000 | +14.4% | 111,927 | +6.0% | 1.89% | -5.7% |
| Q1 2021 | $4,923,000 | +2.3% | 105,617 | -3.5% | 2.00% | -1.3% |
| Q4 2020 | $4,810,000 | – | 109,410 | – | 2.03% | – |
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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% |