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 | $4,295,975 | +11.3% | 85,475 | +15.4% | 0.45% | +14.8% |
| Q2 2023 | $3,860,309 | -1.3% | 74,080 | -73.5% | 0.39% | +80.3% |
| Q1 2023 | $3,911,036 | +30.0% | 279,084 | +317.1% | 0.22% | +62.7% |
| Q4 2022 | $3,009,307 | +24.5% | 66,903 | +16.2% | 0.13% | -6.3% |
| Q3 2022 | $2,418,000 | -13.3% | 57,583 | -7.5% | 0.14% | -42.3% |
| Q2 2022 | $2,788,000 | -14.8% | 62,240 | +1.1% | 0.25% | +34.8% |
| Q1 2022 | $3,272,000 | -0.2% | 61,589 | +4.9% | 0.18% | -33.6% |
| Q4 2021 | $3,279,000 | -69.9% | 58,731 | -74.8% | 0.28% | -68.2% |
| Q1 2021 | $10,878,000 | -14.4% | 233,379 | -19.3% | 0.87% | -25.9% |
| Q4 2020 | $12,715,000 | – | 289,247 | – | 1.17% | – |
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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% |