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 | $384,891 | -8.2% | 7,658 | -4.8% | 0.00% | – |
| Q2 2023 | $419,225 | -25.7% | 8,045 | -31.3% | 0.00% | – |
| Q1 2023 | $564,173 | +44.7% | 11,717 | +35.2% | 0.00% | – |
| Q4 2022 | $389,841 | +7.4% | 8,667 | +0.2% | 0.00% | – |
| Q3 2022 | $363,000 | -6.9% | 8,647 | -1.8% | 0.00% | – |
| Q2 2022 | $390,000 | -18.2% | 8,804 | -2.0% | 0.00% | – |
| Q1 2022 | $477,000 | -4.8% | 8,988 | +0.1% | 0.00% | – |
| Q4 2021 | $501,000 | -12.3% | 8,983 | -20.7% | 0.00% | – |
| Q3 2021 | $571,000 | -14.0% | 11,328 | -14.2% | 0.00% | – |
| Q2 2021 | $664,000 | +2.2% | 13,196 | -5.4% | 0.00% | – |
| Q1 2021 | $650,000 | -6.9% | 13,955 | -12.1% | 0.00% | – |
| Q4 2020 | $698,000 | +23.1% | 15,882 | +10.3% | 0.00% | – |
| Q3 2020 | $567,000 | +7.2% | 14,399 | -1.4% | 0.00% | – |
| Q2 2020 | $529,000 | +21.3% | 14,600 | +1.3% | 0.00% | – |
| Q1 2020 | $436,000 | -30.7% | 14,411 | -13.3% | 0.00% | – |
| Q4 2019 | $629,000 | -1.3% | 16,620 | -9.1% | 0.00% | -100.0% |
| Q3 2019 | $637,000 | -4.6% | 18,281 | -5.4% | 0.00% | 0.0% |
| Q2 2019 | $668,000 | +3.4% | 19,333 | -0.5% | 0.00% | 0.0% |
| Q1 2019 | $646,000 | -5.6% | 19,433 | -17.0% | 0.00% | 0.0% |
| Q4 2018 | $684,000 | -36.4% | 23,412 | -25.8% | 0.00% | 0.0% |
| Q3 2018 | $1,075,000 | +1.2% | 31,544 | -5.3% | 0.00% | 0.0% |
| Q2 2018 | $1,062,000 | +3.1% | 33,314 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,030,000 | -0.6% | 33,314 | +0.7% | 0.00% | 0.0% |
| Q4 2017 | $1,036,000 | +2.1% | 33,076 | +284.5% | 0.00% | 0.0% |
| Q3 2017 | $1,015,000 | +8.9% | 8,602 | +5.1% | 0.00% | 0.0% |
| Q2 2017 | $932,000 | +22.6% | 8,187 | +19.5% | 0.00% | 0.0% |
| Q1 2017 | $760,000 | +173.4% | 6,849 | +159.0% | 0.00% | – |
| Q4 2016 | $278,000 | +94.4% | 2,644 | +88.9% | 0.00% | – |
| Q3 2016 | $143,000 | +1330.0% | 1,400 | +1233.3% | 0.00% | – |
| Q1 2016 | $10,000 | – | 105 | – | 0.00% | – |
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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% |