SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,697,563 | +6.7% | 292,430 | +10.7% | 1.21% | +7.1% |
| Q2 2023 | $13,771,497 | +19.3% | 264,277 | +10.3% | 1.13% | +12.5% |
| Q1 2023 | $11,539,855 | +104484.5% | 239,664 | -2.3% | 1.00% | -0.6% |
| Q4 2022 | $11,034 | -99.9% | 245,315 | +23.6% | 1.01% | +17.9% |
| Q3 2022 | $8,331,000 | +27.3% | 198,404 | +34.4% | 0.86% | +34.7% |
| Q2 2022 | $6,546,000 | +33.2% | 147,625 | +59.6% | 0.64% | +46.5% |
| Q1 2022 | $4,915,000 | +122.7% | 92,514 | +134.1% | 0.43% | +118.1% |
| Q4 2021 | $2,207,000 | +181.9% | 39,527 | +154.7% | 0.20% | +158.4% |
| Q3 2021 | $783,000 | +287.6% | 15,517 | +287.2% | 0.08% | +285.0% |
| Q2 2021 | $202,000 | +74.1% | 4,008 | +60.5% | 0.02% | +66.7% |
| Q1 2021 | $116,000 | +17.2% | 2,497 | +11.1% | 0.01% | +9.1% |
| Q4 2020 | $99,000 | – | 2,247 | – | 0.01% | – |
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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% |