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 | $7,658,471 | +50.6% | 152,377 | +56.2% | 1.49% | +57.4% |
| Q2 2023 | $5,084,984 | +169399.5% | 97,582 | +159870.5% | 0.94% | +47100.0% |
| Q2 2022 | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $3,000 | -25.0% | 61 | -10.3% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 68 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $3,000 | -25.0% | 68 | -8.1% | 0.00% | -50.0% |
| Q2 2021 | $4,000 | +33.3% | 74 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $3,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 74 | +15.6% | 0.00% | -50.0% |
| Q3 2020 | $3,000 | +50.0% | 64 | +4.9% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 61 | – | 0.00% | – |
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% |