SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 316 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,971 | -3.5% | 5,829 | 0.0% | 0.39% | -16.3% |
| Q2 2023 | $303,754 | +8.2% | 5,829 | 0.0% | 0.47% | +3.8% |
| Q1 2023 | $280,671 | +15.2% | 5,829 | +7.6% | 0.45% | +7.7% |
| Q4 2022 | $243,705 | +6.9% | 5,418 | 0.0% | 0.42% | +0.5% |
| Q3 2022 | $228,000 | -5.0% | 5,418 | 0.0% | 0.42% | +6.1% |
| Q2 2022 | $240,000 | -17.5% | 5,418 | -1.2% | 0.39% | -5.8% |
| Q1 2022 | $291,000 | -4.9% | 5,485 | 0.0% | 0.42% | +6.4% |
| Q4 2021 | $306,000 | +10.5% | 5,485 | +0.0% | 0.39% | +9.2% |
| Q3 2021 | $277,000 | +0.4% | 5,483 | +0.0% | 0.36% | -3.2% |
| Q2 2021 | $276,000 | +7.8% | 5,482 | 0.0% | 0.37% | +0.8% |
| Q1 2021 | $256,000 | +6.2% | 5,482 | 0.0% | 0.37% | +2.5% |
| Q4 2020 | $241,000 | +11.6% | 5,482 | 0.0% | 0.36% | -3.0% |
| Q3 2020 | $216,000 | -1.4% | 5,482 | -9.1% | 0.37% | -20.5% |
| Q2 2020 | $219,000 | -88.6% | 6,028 | -90.5% | 0.46% | -88.7% |
| Q1 2020 | $1,918,000 | +36.9% | 63,391 | +71.1% | 4.10% | +40.9% |
| Q4 2019 | $1,401,000 | +49.0% | 37,053 | +37.4% | 2.91% | +43.3% |
| Q3 2019 | $940,000 | +1.1% | 26,961 | +0.2% | 2.03% | -15.7% |
| Q2 2019 | $930,000 | +104.8% | 26,919 | +96.9% | 2.41% | +114.1% |
| Q1 2019 | $454,000 | – | 13,669 | – | 1.13% | – |
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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% |