SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $73,336,158 | +62.2% | 1,459,136 | +68.2% | 8.10% | +62.2% |
| Q2 2023 | $45,202,665 | +17.2% | 867,447 | +8.3% | 4.99% | +2.7% |
| Q1 2023 | $38,577,153 | +31.9% | 801,187 | +23.2% | 4.86% | +4.5% |
| Q4 2022 | $29,256,545 | +337.8% | 650,435 | +308.7% | 4.66% | +201.0% |
| Q3 2022 | $6,683,000 | +2896.9% | 159,164 | +3684.2% | 1.55% | +2933.3% |
| Q1 2022 | $223,000 | -5.1% | 4,206 | +0.0% | 0.05% | -1.9% |
| Q4 2021 | $235,000 | +8.3% | 4,205 | -2.3% | 0.05% | -14.8% |
| Q3 2021 | $217,000 | -2.3% | 4,304 | -2.6% | 0.06% | -3.2% |
| Q2 2021 | $222,000 | +9.4% | 4,419 | +1.6% | 0.06% | -1.6% |
| Q1 2021 | $203,000 | -5.1% | 4,348 | -10.5% | 0.06% | -9.9% |
| Q4 2020 | $214,000 | +7.0% | 4,859 | -4.5% | 0.07% | -5.3% |
| Q3 2020 | $200,000 | – | 5,088 | – | 0.08% | – |
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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% |