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 | $17,861,314 | -7.9% | 355,378 | -4.5% | 4.52% | -0.5% |
Q2 2023 | $19,390,604 | +9.5% | 372,109 | +1.2% | 4.54% | +4.3% |
Q1 2023 | $17,706,406 | +10.4% | 367,734 | +3.1% | 4.35% | +8.0% |
Q4 2022 | $16,044,251 | +28.7% | 356,697 | +20.3% | 4.03% | +26.2% |
Q3 2022 | $12,471,000 | -1.0% | 296,479 | +4.3% | 3.19% | +1.2% |
Q2 2022 | $12,599,000 | +2024.6% | 284,155 | +2610.9% | 3.16% | +2153.6% |
Q1 2022 | $593,000 | +124.6% | 10,482 | +121.4% | 0.14% | +122.2% |
Q4 2021 | $264,000 | +153.8% | 4,734 | +130.5% | 0.06% | +133.3% |
Q3 2021 | $104,000 | – | 2,054 | – | 0.03% | – |
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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% |