SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 230 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $278,154 | -3.4% | 5,534 | +0.1% | 0.03% | 0.0% |
Q2 2023 | $288,012 | +8.4% | 5,527 | +0.1% | 0.03% | +4.0% |
Q1 2023 | $265,760 | +7.2% | 5,519 | +0.1% | 0.02% | +4.2% |
Q4 2022 | $247,928 | +7.3% | 5,512 | +0.1% | 0.02% | -4.0% |
Q3 2022 | $231,000 | -5.3% | 5,505 | +0.2% | 0.02% | -3.8% |
Q2 2022 | $244,000 | -16.4% | 5,495 | +0.1% | 0.03% | -7.1% |
Q1 2022 | $292,000 | -4.6% | 5,487 | +0.1% | 0.03% | -3.4% |
Q4 2021 | $306,000 | +10.5% | 5,481 | 0.0% | 0.03% | +3.6% |
Q3 2021 | $277,000 | +0.4% | 5,481 | 0.0% | 0.03% | -31.7% |
Q2 2021 | $276,000 | +8.2% | 5,481 | +0.1% | 0.04% | -21.2% |
Q1 2021 | $255,000 | +6.2% | 5,475 | +0.1% | 0.05% | +4.0% |
Q4 2020 | $240,000 | +17.6% | 5,468 | +5.6% | 0.05% | +2.0% |
Q3 2020 | $204,000 | +1.5% | 5,180 | -6.7% | 0.05% | -5.8% |
Q2 2020 | $201,000 | +22.6% | 5,552 | +2.5% | 0.05% | +6.1% |
Q1 2020 | $164,000 | +11.6% | 5,418 | +39.6% | 0.05% | +36.1% |
Q4 2019 | $147,000 | +8.9% | 3,882 | +0.2% | 0.04% | +5.9% |
Q3 2019 | $135,000 | -3.6% | 3,873 | -4.3% | 0.03% | -2.9% |
Q2 2019 | $140,000 | +4.5% | 4,048 | +0.2% | 0.04% | 0.0% |
Q1 2019 | $134,000 | +13.6% | 4,039 | +0.2% | 0.04% | +9.4% |
Q4 2018 | $118,000 | -11.9% | 4,031 | +2.5% | 0.03% | -8.6% |
Q3 2018 | $134,000 | +605.3% | 3,934 | +555.7% | 0.04% | +600.0% |
Q2 2018 | $19,000 | – | 600 | – | 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% |