SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542,557 | +507.1% | 10,795 | +529.4% | 0.08% | +523.1% |
| Q2 2023 | $89,369 | +8.2% | 1,715 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $82,577 | +7.0% | 1,715 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $77,141 | +7.1% | 1,715 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $72,000 | -5.3% | 1,715 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $76,000 | -16.5% | 1,715 | 0.0% | 0.02% | -11.8% |
| Q1 2022 | $91,000 | -5.2% | 1,715 | 0.0% | 0.02% | -5.6% |
| Q4 2021 | $96,000 | +10.3% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $87,000 | +1.2% | 1,715 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $86,000 | -4.4% | 1,715 | -10.9% | 0.02% | -10.0% |
| Q1 2021 | $90,000 | +5.9% | 1,925 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $85,000 | +11.8% | 1,925 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $76,000 | +1.3% | 1,925 | -7.0% | 0.02% | 0.0% |
| Q2 2020 | $75,000 | +134.4% | 2,070 | +93.5% | 0.02% | +111.1% |
| Q1 2020 | $32,000 | -50.8% | 1,070 | -37.8% | 0.01% | -40.0% |
| Q4 2019 | $65,000 | +8.3% | 1,720 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $60,000 | -30.2% | 1,720 | -31.0% | 0.02% | -31.8% |
| Q2 2019 | $86,000 | +3.6% | 2,492 | +0.2% | 0.02% | 0.0% |
| Q1 2019 | $83,000 | +167.7% | 2,488 | +132.5% | 0.02% | +175.0% |
| Q4 2018 | $31,000 | – | 1,070 | – | 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% |