SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $35,184,165 | -1.0% | 700,043 | +2.6% | 1.66% | -9.8% |
Q2 2023 | $35,540,472 | +77.4% | 682,028 | +63.9% | 1.84% | +57.3% |
Q1 2023 | $20,035,193 | +259.9% | 416,100 | +236.2% | 1.17% | +208.4% |
Q4 2022 | $5,567,471 | +1069.6% | 123,777 | +991.8% | 0.38% | +955.6% |
Q3 2022 | $476,000 | +3.7% | 11,337 | +38.0% | 0.04% | +9.1% |
Q4 2021 | $459,000 | -70.9% | 8,216 | -73.8% | 0.03% | -72.3% |
Q3 2021 | $1,580,000 | +514.8% | 31,315 | +512.3% | 0.12% | +495.0% |
Q2 2021 | $257,000 | +8.0% | 5,114 | 0.0% | 0.02% | -9.1% |
Q1 2021 | $238,000 | -70.7% | 5,114 | -76.1% | 0.02% | -80.2% |
Q4 2019 | $811,000 | +30.0% | 21,432 | +19.8% | 0.11% | +14.4% |
Q3 2019 | $624,000 | +7.4% | 17,894 | +6.4% | 0.10% | +4.3% |
Q2 2019 | $581,000 | +10.2% | 16,819 | +6.0% | 0.09% | -6.1% |
Q1 2019 | $527,000 | +6.9% | 15,864 | +0.4% | 0.10% | -5.7% |
Q4 2018 | $493,000 | – | 15,797 | – | 0.10% | – |
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% |