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 | $4,062 | -3.9% | 80,814 | -0.3% | 0.35% | -4.6% |
| Q2 2023 | $4,225 | -0.2% | 81,085 | -7.8% | 0.37% | +9.1% |
| Q1 2023 | $4,234 | +3.1% | 87,940 | -3.7% | 0.34% | -12.2% |
| Q4 2022 | $4,107 | -99.9% | 91,314 | -12.5% | 0.39% | -9.6% |
| Q3 2022 | $4,382,000 | -7.1% | 104,362 | -1.9% | 0.43% | -8.2% |
| Q2 2022 | $4,715,000 | -32.7% | 106,337 | -19.4% | 0.46% | -15.9% |
| Q1 2022 | $7,008,000 | +17.4% | 131,900 | +23.3% | 0.55% | +22.3% |
| Q4 2021 | $5,970,000 | +11.4% | 106,939 | +0.7% | 0.45% | +0.7% |
| Q3 2021 | $5,357,000 | +7.5% | 106,155 | +7.2% | 0.45% | +6.9% |
| Q2 2021 | $4,984,000 | +3.5% | 99,018 | -4.2% | 0.42% | -11.6% |
| Q1 2021 | $4,817,000 | +2.8% | 103,351 | -3.0% | 0.48% | -3.7% |
| Q4 2020 | $4,684,000 | +86.7% | 106,550 | +67.1% | 0.49% | +42.1% |
| Q3 2020 | $2,509,000 | +560.3% | 63,765 | +507.7% | 0.35% | +519.6% |
| Q2 2020 | $380,000 | +25.8% | 10,493 | +5.0% | 0.06% | -6.7% |
| Q1 2020 | $302,000 | +15.3% | 9,992 | +44.2% | 0.06% | +62.2% |
| Q4 2019 | $262,000 | +60.7% | 6,927 | +47.2% | 0.04% | +42.3% |
| Q2 2019 | $163,000 | -96.5% | 4,706 | +2916.7% | 0.03% | -7.1% |
| Q1 2019 | $4,682,000 | +116950.0% | 156 | +19.1% | 0.03% | -3.4% |
| Q4 2018 | $4,000 | – | 131 | – | 0.03% | – |
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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% |