SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228 | -3.4% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $236 | +8.3% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $218 | +6.9% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $204 | -99.9% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -16.6% | 4,527 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $241,000 | -4.7% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $253,000 | +11.0% | 4,527 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $228,000 | 0.0% | 4,527 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $228,000 | +8.1% | 4,527 | 0.0% | 0.01% | +25.0% |
| Q1 2021 | $211,000 | – | 4,527 | – | 0.00% | – |
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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% |