SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,746,998 | +1.6% | 75,758 | +8.8% | 0.20% | +5.2% |
| Q2 2023 | $3,686,382 | +23.3% | 69,620 | +13.0% | 0.19% | +10.3% |
| Q1 2023 | $2,990,330 | +3.0% | 61,631 | +3.7% | 0.17% | -2.2% |
| Q4 2022 | $2,902,508 | +37.4% | 59,429 | +25.6% | 0.18% | +17.9% |
| Q3 2022 | $2,113,000 | +136.4% | 47,316 | +156.4% | 0.15% | +132.3% |
| Q2 2022 | $894,000 | +30.9% | 18,456 | +24.6% | 0.06% | +25.0% |
| Q1 2022 | $683,000 | +49.1% | 14,818 | +67.0% | 0.05% | +62.5% |
| Q4 2021 | $458,000 | -5.4% | 8,872 | 0.0% | 0.03% | -5.9% |
| Q3 2021 | $484,000 | -47.4% | 8,872 | -50.0% | 0.03% | 0.0% |
| Q2 2021 | $920,000 | +99.6% | 17,744 | +89.1% | 0.03% | -10.5% |
| Q1 2021 | $461,000 | +9.2% | 9,384 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $422,000 | +22.7% | 9,384 | +7.7% | 0.04% | -2.4% |
| Q3 2020 | $344,000 | +3.9% | 8,715 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $331,000 | +13.0% | 8,715 | 0.0% | 0.04% | -8.9% |
| Q1 2020 | $293,000 | -13.6% | 8,715 | 0.0% | 0.04% | +7.1% |
| Q4 2019 | $339,000 | +10.1% | 8,715 | 0.0% | 0.04% | -2.3% |
| Q3 2019 | $308,000 | +0.7% | 8,715 | 0.0% | 0.04% | -2.3% |
| Q2 2019 | $306,000 | +3.0% | 8,715 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $297,000 | +12.1% | 8,715 | 0.0% | 0.04% | +12.8% |
| Q4 2018 | $265,000 | – | 8,715 | – | 0.04% | – |
Download | ||||||
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% |