SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,371,669 | -5.5% | 67,085 | -2.0% | 1.23% | -1.2% |
| Q2 2023 | $3,568,356 | +7.0% | 68,477 | -1.2% | 1.25% | +1.0% |
| Q1 2023 | $3,335,645 | +9.1% | 69,276 | +1.9% | 1.24% | +7.5% |
| Q4 2022 | $3,058,373 | +7.0% | 67,994 | -0.1% | 1.15% | +9.0% |
| Q3 2022 | $2,859,000 | -6.4% | 68,087 | -1.1% | 1.06% | +2.1% |
| Q2 2022 | $3,053,000 | -43.8% | 68,855 | -32.7% | 1.03% | -30.4% |
| Q1 2022 | $5,434,000 | -6.7% | 102,275 | -2.0% | 1.48% | +2.1% |
| Q4 2021 | $5,827,000 | +10.0% | 104,378 | -0.6% | 1.45% | +1.2% |
| Q3 2021 | $5,296,000 | -0.2% | 104,962 | – | 1.44% | -0.3% |
| Q2 2021 | $5,306,000 | +7.9% | 0 | -100.0% | 1.44% | -0.1% |
| Q1 2021 | $4,919,000 | +5.9% | 105,537 | -0.1% | 1.44% | +0.3% |
| Q4 2020 | $4,646,000 | +10.3% | 105,691 | -1.3% | 1.44% | -1.1% |
| Q3 2020 | $4,214,000 | +7.7% | 107,100 | -0.8% | 1.45% | -4.0% |
| Q2 2020 | $3,913,000 | +18.6% | 107,943 | -1.0% | 1.51% | -7.1% |
| Q1 2020 | $3,298,000 | -27.2% | 109,018 | -9.0% | 1.63% | -3.2% |
| Q4 2019 | $4,529,000 | +11.1% | 119,754 | +2.4% | 1.68% | +2.9% |
| Q3 2019 | $4,077,000 | +72.5% | 117,001 | +71.0% | 1.63% | +62.1% |
| Q2 2019 | $2,363,000 | +102.5% | 68,410 | +94.8% | 1.01% | +96.5% |
| Q1 2019 | $1,167,000 | +60.3% | 35,116 | +41.0% | 0.51% | +55.9% |
| Q4 2018 | $728,000 | -8.5% | 24,908 | +6.6% | 0.33% | +8.9% |
| Q3 2018 | $796,000 | +25.2% | 23,361 | +17.2% | 0.30% | +13.5% |
| Q2 2018 | $636,000 | +89.3% | 19,941 | +83.5% | 0.27% | +83.4% |
| Q1 2018 | $336,000 | – | 10,867 | – | 0.14% | – |
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% |