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 | $1,015 | -21.8% | 20,192 | -18.9% | 0.05% | -14.3% |
| Q2 2023 | $1,298 | +65.4% | 24,908 | +52.8% | 0.06% | +75.0% |
| Q1 2023 | $785 | -100.0% | 16,305 | -94.2% | 0.03% | -94.9% |
| Q3 2022 | $11,792,000 | +29.4% | 280,839 | +63.8% | 0.63% | +101.6% |
| Q1 2022 | $9,111,000 | +2.7% | 171,479 | +7.9% | 0.31% | +31.9% |
| Q4 2021 | $8,874,000 | +502.0% | 158,958 | +444.0% | 0.24% | +303.4% |
| Q3 2021 | $1,474,000 | -18.2% | 29,221 | -18.4% | 0.06% | -34.4% |
| Q2 2021 | $1,803,000 | -28.7% | 35,820 | -44.2% | 0.09% | -52.1% |
| Q3 2020 | $2,527,000 | – | 64,226 | – | 0.19% | – |
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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% |