SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,226,518 | -14.7% | 44,300 | -11.5% | 0.02% | -38.5% |
| Q2 2023 | $2,609,460 | +614.5% | 50,076 | +560.2% | 0.04% | +457.1% |
| Q1 2023 | $365,218 | -65.8% | 7,585 | -68.1% | 0.01% | -78.1% |
| Q4 2022 | $1,069,085 | -38.5% | 23,768 | -42.6% | 0.03% | -39.6% |
| Q3 2022 | $1,739,000 | +154.6% | 41,412 | +205.7% | 0.05% | +165.0% |
| Q3 2021 | $683,000 | +31.3% | 13,545 | +31.2% | 0.02% | +25.0% |
| Q2 2021 | $520,000 | +5.3% | 10,323 | -2.5% | 0.02% | -40.7% |
| Q1 2021 | $494,000 | -64.2% | 10,588 | -66.2% | 0.03% | -18.2% |
| Q4 2020 | $1,379,000 | +17.5% | 31,371 | +5.2% | 0.03% | +37.5% |
| Q3 2020 | $1,174,000 | – | 29,824 | – | 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% |