SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $546,308 | +40.8% | 12,146 | +31.3% | 0.04% | +28.6% |
| Q3 2022 | $388,000 | +2.1% | 9,250 | +8.0% | 0.04% | +6.1% |
| Q2 2022 | $380,000 | +12.1% | 8,565 | +34.2% | 0.03% | +26.9% |
| Q1 2022 | $339,000 | +69.5% | 6,383 | +78.0% | 0.03% | +73.3% |
| Q4 2021 | $200,000 | +96.1% | 3,585 | +77.1% | 0.02% | +87.5% |
| Q3 2021 | $102,000 | +32.5% | 2,024 | +32.8% | 0.01% | +33.3% |
| Q2 2021 | $77,000 | +8.5% | 1,524 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $71,000 | -38.8% | 1,519 | -40.0% | 0.01% | +20.0% |
| Q4 2020 | $116,000 | +190.0% | 2,532 | +150.9% | 0.01% | +25.0% |
| Q3 2020 | $40,000 | +11.1% | 1,009 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +300.0% | 1,005 | +235.0% | 0.00% | +300.0% |
| Q1 2020 | $9,000 | – | 300 | – | 0.00% | – |
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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% |