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 | $20,687,715 | -8.2% | 411,614 | -4.8% | 0.18% | -5.3% |
| Q2 2023 | $22,530,861 | +140.8% | 432,371 | +122.5% | 0.19% | +130.5% |
| Q1 2023 | $9,357,678 | -59.8% | 194,344 | -62.5% | 0.08% | -62.0% |
| Q4 2022 | $23,306,560 | +1371.4% | 518,154 | +1273.2% | 0.22% | +575.0% |
| Q3 2022 | $1,584,000 | -5.2% | 37,732 | +0.1% | 0.03% | +18.5% |
| Q2 2022 | $1,671,000 | -37.9% | 37,686 | -25.5% | 0.03% | -30.8% |
| Q1 2022 | $2,689,000 | -18.1% | 50,603 | -14.0% | 0.04% | -17.0% |
| Q4 2021 | $3,285,000 | +18.1% | 58,839 | +6.7% | 0.05% | +6.8% |
| Q3 2021 | $2,781,000 | +3.3% | 55,119 | +3.1% | 0.04% | +2.3% |
| Q2 2021 | $2,691,000 | +152.9% | 53,461 | +134.3% | 0.04% | +104.8% |
| Q1 2021 | $1,064,000 | -47.9% | 22,820 | -50.9% | 0.02% | -47.5% |
| Q4 2020 | $2,042,000 | +261.4% | 46,444 | +223.7% | 0.04% | -13.0% |
| Q3 2020 | $565,000 | +8.7% | 14,348 | +0.0% | 0.05% | -4.2% |
| Q2 2020 | $520,000 | – | 14,347 | – | 0.05% | – |
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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% |