SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,240,042 | +3.6% | 263,431 | +7.5% | 0.19% | +3.3% |
| Q2 2023 | $12,775,288 | +29.2% | 245,160 | +19.4% | 0.18% | +16.5% |
| Q1 2023 | $9,889,529 | +27.0% | 205,390 | +18.6% | 0.16% | +16.2% |
| Q4 2022 | $7,787,207 | +9.3% | 173,126 | +2.0% | 0.14% | -2.2% |
| Q3 2022 | $7,127,000 | -55.1% | 169,727 | -52.6% | 0.14% | -54.1% |
| Q2 2022 | $15,872,000 | +143.1% | 357,972 | +191.2% | 0.30% | +183.2% |
| Q1 2022 | $6,530,000 | +5.2% | 122,914 | +10.6% | 0.11% | +9.2% |
| Q4 2021 | $6,206,000 | +37.2% | 111,159 | +24.0% | 0.10% | +27.3% |
| Q3 2021 | $4,522,000 | +13.4% | 89,624 | +13.1% | 0.08% | +11.6% |
| Q2 2021 | $3,987,000 | +14.5% | 79,224 | +6.1% | 0.07% | -6.8% |
| Q1 2021 | $3,481,000 | +13.9% | 74,680 | +7.5% | 0.07% | +5.7% |
| Q4 2020 | $3,055,000 | +14.0% | 69,484 | +2.0% | 0.07% | +1.4% |
| Q3 2020 | $2,681,000 | +8.5% | 68,138 | -0.1% | 0.07% | -2.8% |
| Q2 2020 | $2,472,000 | +19.9% | 68,193 | +0.1% | 0.07% | -4.1% |
| Q1 2020 | $2,061,000 | -23.2% | 68,148 | -3.9% | 0.07% | -5.1% |
| Q4 2019 | $2,683,000 | – | 70,933 | – | 0.08% | – |
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% |