SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 173 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,209,296 | -57.1% | 302,612 | -55.5% | 0.98% | -54.0% |
| Q2 2023 | $35,462,627 | +35.3% | 680,534 | +25.0% | 2.13% | +23.9% |
| Q1 2023 | $26,216,423 | +18.0% | 544,474 | +10.2% | 1.72% | +4.3% |
| Q4 2022 | $22,217,646 | -17.6% | 493,945 | -23.1% | 1.65% | -37.1% |
| Q3 2022 | $26,957,000 | -4.8% | 641,980 | +0.5% | 2.62% | -1.9% |
| Q2 2022 | $28,325,000 | -13.5% | 638,815 | +3.7% | 2.67% | +4.2% |
| Q1 2022 | $32,738,000 | -9.3% | 616,184 | -4.7% | 2.56% | -6.8% |
| Q4 2021 | $36,090,000 | +19.0% | 646,420 | +7.5% | 2.75% | -12.8% |
| Q3 2021 | $30,335,000 | +1908.9% | 601,163 | +1903.9% | 3.16% | +2933.7% |
| Q2 2021 | $1,510,000 | +52.7% | 29,999 | +41.4% | 0.10% | +35.1% |
| Q1 2021 | $989,000 | +42.7% | 21,209 | +34.5% | 0.08% | +37.5% |
| Q4 2020 | $693,000 | -4.0% | 15,772 | -14.1% | 0.06% | 0.0% |
| Q3 2020 | $722,000 | +15.0% | 18,356 | +5.6% | 0.06% | +14.3% |
| Q2 2020 | $628,000 | -32.5% | 17,379 | -43.6% | 0.05% | -56.2% |
| Q1 2020 | $931,000 | +109.2% | 30,824 | +141.5% | 0.11% | +143.5% |
| Q3 2019 | $445,000 | -16.5% | 12,764 | -15.2% | 0.05% | -14.8% |
| Q2 2019 | $533,000 | +10.1% | 15,053 | +3.1% | 0.05% | +1.9% |
| Q1 2019 | $484,000 | +31.5% | 14,605 | +15.9% | 0.05% | +15.2% |
| Q4 2018 | $368,000 | -11.8% | 12,600 | +2.9% | 0.05% | +2.2% |
| Q3 2018 | $417,000 | +10.6% | 12,241 | +2.8% | 0.04% | +66.7% |
| Q2 2018 | $377,000 | +14.9% | 11,908 | +12.4% | 0.03% | +8.0% |
| Q1 2018 | $328,000 | – | 10,596 | – | 0.02% | – |
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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% |