SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $189,545 | -24.1% | 189,545 | +3267.3% | 0.09% | -77.4% |
| Q2 2022 | $249,596 | -19.1% | 5,629 | -3.1% | 0.39% | +57.5% |
| Q1 2022 | $308,527 | -6.5% | 5,807 | -1.8% | 0.25% | +22.3% |
| Q4 2021 | $330,026 | -4.0% | 5,911 | -13.2% | 0.20% | -1.5% |
| Q3 2021 | $343,759 | -7.6% | 6,813 | -7.8% | 0.20% | -19.3% |
| Q2 2021 | $371,950 | -12.1% | 7,390 | -18.6% | 0.25% | -23.5% |
| Q1 2021 | $423,151 | -30.7% | 9,079 | -34.6% | 0.33% | -35.0% |
| Q4 2020 | $610,386 | -65.0% | 13,885 | -68.7% | 0.51% | -69.1% |
| Q3 2020 | $1,743,170 | +77.0% | 44,299 | +63.1% | 1.65% | -16.6% |
| Q2 2020 | $984,818 | +94.1% | 27,167 | +62.0% | 1.98% | +174.6% |
| Q1 2020 | $507,282 | -74.6% | 16,770 | -68.2% | 0.72% | -60.1% |
| Q4 2019 | $1,997,199 | – | 52,808 | – | 1.80% | – |
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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% |