SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,275 | +66.8% | 45,270 | +73.0% | 0.01% | +75.0% |
| Q2 2023 | $1,364 | +45.4% | 26,172 | +34.4% | 0.00% | +33.3% |
| Q1 2023 | $938 | -16.7% | 19,471 | -22.2% | 0.00% | -25.0% |
| Q4 2022 | $1,126 | -99.9% | 25,028 | +21.4% | 0.00% | +33.3% |
| Q3 2022 | $914,000 | 0.0% | 20,620 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $914,000 | +200.7% | 20,620 | +260.8% | 0.00% | +200.0% |
| Q1 2022 | $304,000 | +22.6% | 5,715 | +28.5% | 0.00% | 0.0% |
| Q4 2021 | $248,000 | -28.9% | 4,446 | -56.0% | 0.00% | -50.0% |
| Q3 2019 | $349,000 | 0.0% | 10,100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $349,000 | – | 10,100 | – | 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% |