SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 338 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.19 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,675,371 | -3.5% | 33,334 | +0.1% | 0.39% | -2.3% |
Q2 2023 | $1,736,045 | +7.7% | 33,315 | -0.5% | 0.40% | +19.9% |
Q1 2023 | $1,611,388 | +3.2% | 33,466 | -3.6% | 0.33% | -3.2% |
Q4 2022 | $1,561,211 | +7.2% | 34,709 | 0.0% | 0.34% | -19.9% |
Q3 2022 | $1,457,000 | -5.3% | 34,709 | 0.0% | 0.43% | -0.7% |
Q2 2022 | $1,539,000 | -16.6% | 34,709 | -0.1% | 0.43% | -8.5% |
Q1 2022 | $1,845,000 | -3.2% | 34,727 | +1.7% | 0.47% | +3.3% |
Q4 2021 | $1,906,000 | +19.7% | 34,142 | +8.2% | 0.46% | +10.7% |
Q3 2021 | $1,592,000 | +0.3% | 31,554 | 0.0% | 0.41% | 0.0% |
Q2 2021 | $1,588,000 | +8.0% | 31,554 | 0.0% | 0.41% | +14.2% |
Q1 2021 | $1,471,000 | +6.1% | 31,554 | 0.0% | 0.36% | -6.7% |
Q4 2020 | $1,387,000 | +21.8% | 31,554 | +9.0% | 0.39% | +1.0% |
Q3 2020 | $1,139,000 | +8.6% | 28,944 | 0.0% | 0.38% | +6.7% |
Q2 2020 | $1,049,000 | +0.1% | 28,944 | -16.5% | 0.36% | -6.8% |
Q1 2020 | $1,048,000 | – | 34,647 | – | 0.38% | – |
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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% |