SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,585,464 | -0.2% | 131,028 | +3.5% | 1.00% | +4.0% |
| Q2 2023 | $6,596,777 | +7.4% | 126,593 | -0.7% | 0.96% | +2.8% |
| Q1 2023 | $6,141,291 | +4.4% | 127,545 | -2.5% | 0.94% | +1.8% |
| Q4 2022 | $5,882,561 | +6.5% | 130,782 | -0.6% | 0.92% | -0.1% |
| Q3 2022 | $5,524,000 | -5.1% | 131,552 | +0.2% | 0.92% | -3.8% |
| Q2 2022 | $5,822,000 | -16.4% | 131,308 | +0.2% | 0.96% | -0.2% |
| Q1 2022 | $6,966,000 | -5.8% | 131,105 | -1.0% | 0.96% | +4.6% |
| Q4 2021 | $7,397,000 | -4.5% | 132,487 | -13.7% | 0.92% | -12.7% |
| Q3 2021 | $7,747,000 | -0.8% | 153,524 | -1.0% | 1.05% | -0.1% |
| Q2 2021 | $7,807,000 | +6.6% | 155,117 | -1.3% | 1.05% | -2.3% |
| Q1 2021 | $7,323,000 | +13.4% | 157,109 | +7.0% | 1.08% | +10.3% |
| Q4 2020 | $6,457,000 | +12.9% | 146,891 | +1.0% | 0.98% | -1.9% |
| Q3 2020 | $5,721,000 | +4.1% | 145,388 | -4.1% | 1.00% | -9.5% |
| Q2 2020 | $5,498,000 | +0.0% | 151,675 | -16.5% | 1.10% | -4.4% |
| Q1 2020 | $5,496,000 | +4.8% | 181,694 | +31.1% | 1.15% | +14.9% |
| Q4 2019 | $5,243,000 | +48.1% | 138,624 | +36.5% | 1.00% | +37.6% |
| Q3 2019 | $3,539,000 | +58.4% | 101,536 | +57.0% | 0.73% | +58.6% |
| Q2 2019 | $2,234,000 | +22.1% | 64,677 | +17.4% | 0.46% | +15.9% |
| Q1 2019 | $1,830,000 | +14.3% | 55,081 | +0.5% | 0.40% | -8.1% |
| Q4 2018 | $1,601,000 | +1.3% | 54,800 | +18.1% | 0.43% | +31.8% |
| Q3 2018 | $1,581,000 | +3.3% | 46,400 | -3.3% | 0.33% | -8.7% |
| Q2 2018 | $1,530,000 | +16.1% | 48,000 | +12.7% | 0.36% | +12.9% |
| Q1 2018 | $1,318,000 | +221.5% | 42,600 | +224.9% | 0.32% | +226.8% |
| Q4 2017 | $410,000 | – | 13,110 | – | 0.10% | – |
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% |