SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 133 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,835 | +51.5% | 2,026 | +57.1% | 0.00% | +50.0% |
| Q2 2023 | $67,227 | +139.0% | 1,290 | +120.9% | 0.00% | +100.0% |
| Q1 2023 | $28,123 | +7.1% | 584 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,263 | +5.1% | 584 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -3.8% | 584 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -77.4% | 583 | -73.1% | 0.00% | -66.7% |
| Q1 2022 | $115,000 | +259.4% | 2,165 | +283.2% | 0.00% | +200.0% |
| Q4 2021 | $32,000 | +23.1% | 565 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 515 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +26.3% | 511 | +20.8% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +11.8% | 423 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +54.5% | 423 | +16.9% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | – | 362 | – | 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% |