SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 151 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,808,707 | -6.0% | 35,987 | -2.6% | 0.07% | +1.4% |
| Q2 2023 | $1,924,422 | +8.3% | 36,930 | +0.0% | 0.07% | +6.2% |
| Q1 2023 | $1,777,698 | +10.4% | 36,920 | +3.1% | 0.06% | +4.8% |
| Q4 2022 | $1,610,914 | +7.5% | 35,814 | +0.4% | 0.06% | 0.0% |
| Q3 2022 | $1,498,000 | -11.9% | 35,677 | -7.0% | 0.06% | -6.1% |
| Q2 2022 | $1,701,000 | -15.5% | 38,356 | +1.2% | 0.07% | -2.9% |
| Q1 2022 | $2,013,000 | -2.1% | 37,893 | +2.9% | 0.07% | -1.4% |
| Q4 2021 | $2,057,000 | +10.6% | 36,836 | -0.1% | 0.07% | +4.5% |
| Q3 2021 | $1,860,000 | -1.0% | 36,866 | -1.2% | 0.07% | -2.9% |
| Q2 2021 | $1,878,000 | +9.6% | 37,307 | +1.4% | 0.07% | +4.6% |
| Q1 2021 | $1,714,000 | +52.6% | 36,774 | +43.9% | 0.06% | +44.4% |
| Q4 2020 | $1,123,000 | +13.3% | 25,555 | +1.5% | 0.04% | 0.0% |
| Q3 2020 | $991,000 | +0.5% | 25,176 | -7.5% | 0.04% | -6.2% |
| Q2 2020 | $986,000 | +20.4% | 27,206 | +0.4% | 0.05% | -4.0% |
| Q1 2020 | $819,000 | -29.5% | 27,090 | -11.8% | 0.05% | -16.7% |
| Q4 2019 | $1,162,000 | -5.5% | 30,729 | -12.9% | 0.06% | -11.8% |
| Q3 2019 | $1,229,000 | +3.4% | 35,275 | +2.5% | 0.07% | +6.2% |
| Q2 2019 | $1,189,000 | +4.1% | 34,410 | +0.1% | 0.06% | +3.2% |
| Q1 2019 | $1,142,000 | +15.8% | 34,377 | +1.9% | 0.06% | +6.9% |
| Q4 2018 | $986,000 | +109.8% | 33,740 | +144.4% | 0.06% | +123.1% |
| Q3 2018 | $470,000 | +16.3% | 13,808 | +9.1% | 0.03% | +13.0% |
| Q2 2018 | $404,000 | – | 12,660 | – | 0.02% | – |
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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% |