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 | $2,048,008 | +40680.7% | 40,748 | -57.7% | 0.44% | -44.9% |
| Q2 2023 | $5,022 | +11.2% | 96,371 | +2.8% | 0.81% | +9.0% |
| Q1 2023 | $4,515 | +14.2% | 93,769 | +6.7% | 0.74% | -0.1% |
| Q4 2022 | $3,952 | -99.8% | 87,857 | +115.6% | 0.74% | +66.7% |
| Q3 2022 | $2,048,008 | -16.6% | 40,748 | -22.9% | 0.44% | -19.1% |
| Q2 2022 | $2,456,000 | +158.3% | 52,858 | +192.6% | 0.55% | +185.0% |
| Q1 2022 | $951,000 | – | 18,064 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 1,509,873 | $57,103,000 | 32.64% |
| Wealth Enhancement & Preservation of GA, LLC | 1,185,825 | $44,846,000 | 22.92% |
| LEGG MASON, INC. | 6,656 | $254,000 | 18.93% |
| Clear Creek Financial Management, LLC | 940,547 | $36,212,000 | 14.23% |
| Walkner Condon Financial Advisors LLC | 335,261 | $12,680,000 | 12.22% |
| N.E.W. Advisory Services LLC | 980,432 | $37,081,000 | 12.03% |
| O'Dell Group, LLC | 552,416 | $20,892,000 | 10.48% |
| Financial Enhancement Group LLC | 1,039,632 | $39,319,000 | 9.90% |
| CLIENT 1ST ADVISORY GROUP, LLC | 265,337 | $10,035,000 | 9.89% |
| Executive Wealth Management, LLC | 1,852,696 | $70,068,000 | 9.59% |