SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 338 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.19 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,617 | -3.6% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $253,621 | +8.2% | 4,867 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $234,347 | +7.1% | 4,867 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $218,794 | -14.5% | 4,864 | -20.3% | 0.00% | -33.3% |
| Q3 2022 | $256,000 | +6.2% | 6,104 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -53.1% | 5,429 | -43.9% | 0.00% | -57.1% |
| Q1 2022 | $514,000 | -32.4% | 9,678 | -28.9% | 0.01% | -36.4% |
| Q4 2021 | $760,000 | -25.6% | 13,619 | -32.7% | 0.01% | -35.3% |
| Q3 2021 | $1,022,000 | +9190.9% | 20,245 | +9540.5% | 0.02% | – |
| Q2 2021 | $11,000 | -56.0% | 210 | -74.9% | 0.00% | -100.0% |
| Q1 2020 | $25,000 | – | 836 | – | 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% |