SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670,896 | -11.0% | 13,348 | -7.8% | 0.04% | -8.2% |
| Q2 2023 | $754,074 | -16.0% | 14,470 | -22.4% | 0.05% | -21.0% |
| Q1 2023 | $897,866 | +2.8% | 18,647 | -4.0% | 0.06% | -6.1% |
| Q4 2022 | $873,672 | -17.3% | 19,423 | -22.9% | 0.07% | -24.1% |
| Q3 2022 | $1,057,000 | -13.6% | 25,193 | -8.7% | 0.09% | -29.3% |
| Q2 2022 | $1,223,000 | -18.2% | 27,583 | -2.0% | 0.12% | -4.7% |
| Q1 2022 | $1,495,000 | -13.7% | 28,140 | -9.3% | 0.13% | -9.8% |
| Q4 2021 | $1,732,000 | +2.1% | 31,027 | -7.7% | 0.14% | +2.1% |
| Q3 2021 | $1,696,000 | -7.1% | 33,628 | -4.9% | 0.14% | -23.5% |
| Q2 2021 | $1,825,000 | -4.0% | 35,379 | -13.3% | 0.18% | -9.9% |
| Q1 2021 | $1,902,000 | +14.2% | 40,823 | +7.7% | 0.20% | -1.0% |
| Q4 2020 | $1,666,000 | +6.3% | 37,904 | -4.8% | 0.20% | -8.1% |
| Q3 2020 | $1,567,000 | +1.7% | 39,824 | -6.3% | 0.22% | -7.5% |
| Q2 2020 | $1,541,000 | +11.3% | 42,523 | -7.1% | 0.24% | -11.7% |
| Q1 2020 | $1,384,000 | -23.0% | 45,771 | -3.7% | 0.27% | -5.2% |
| Q4 2019 | $1,797,000 | +4.7% | 47,535 | -3.6% | 0.29% | -4.3% |
| Q3 2019 | $1,717,000 | +19.0% | 49,289 | +18.0% | 0.30% | +16.2% |
| Q2 2019 | $1,443,000 | +23.5% | 41,775 | +18.8% | 0.26% | +4.4% |
| Q1 2019 | $1,168,000 | +53.7% | 35,153 | +35.1% | 0.25% | +35.5% |
| Q4 2018 | $760,000 | +3.0% | 26,028 | +20.1% | 0.18% | +15.8% |
| Q3 2018 | $738,000 | +7.4% | 21,666 | +0.5% | 0.16% | +1.9% |
| Q2 2018 | $687,000 | +259.7% | 21,554 | +248.4% | 0.16% | +252.3% |
| Q1 2018 | $191,000 | – | 6,187 | – | 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% |