SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,886 | -9.0% | 9,369 | -3.3% | 0.09% | -4.1% |
| Q2 2023 | $517,357 | +11.5% | 9,687 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $464,081 | -6.1% | 9,687 | -11.8% | 0.10% | -14.9% |
| Q4 2022 | $494,174 | +3.6% | 10,987 | -3.3% | 0.11% | -7.3% |
| Q3 2022 | $477,000 | -5.4% | 11,359 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $504,000 | -21.5% | 11,359 | -6.1% | 0.13% | -11.2% |
| Q1 2022 | $642,000 | -11.7% | 12,096 | -7.1% | 0.14% | -13.9% |
| Q4 2021 | $727,000 | -18.3% | 13,021 | -26.1% | 0.17% | -21.0% |
| Q3 2021 | $890,000 | -1.9% | 17,631 | -2.1% | 0.21% | -7.5% |
| Q2 2021 | $907,000 | -5.5% | 18,014 | -8.2% | 0.23% | -11.0% |
| Q1 2021 | $960,000 | -28.9% | 19,631 | -34.9% | 0.26% | -18.0% |
| Q4 2020 | $1,351,000 | +12.6% | 30,133 | -1.2% | 0.31% | -3.4% |
| Q3 2020 | $1,200,000 | +2.2% | 30,505 | -5.8% | 0.32% | -7.7% |
| Q2 2020 | $1,174,000 | +49.0% | 32,373 | +24.2% | 0.35% | +13.3% |
| Q1 2020 | $788,000 | +51.8% | 26,064 | +90.1% | 0.31% | +72.1% |
| Q4 2019 | $519,000 | +2495.0% | 13,711 | +2326.7% | 0.18% | +2457.1% |
| Q2 2019 | $20,000 | – | 565 | – | 0.01% | – |
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% |