SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,989 | -32.6% | 4,238 | -30.1% | 0.15% | -28.8% |
| Q2 2023 | $315,783 | +8.7% | 6,060 | +0.4% | 0.21% | +11.6% |
| Q1 2023 | $290,630 | -14.6% | 6,036 | -20.2% | 0.19% | -26.6% |
| Q4 2022 | $340,222 | +7.7% | 7,564 | +0.5% | 0.26% | +14.6% |
| Q3 2022 | $316,000 | -4.2% | 7,529 | +1.1% | 0.23% | +3.2% |
| Q2 2022 | $330,000 | +0.9% | 7,446 | +21.0% | 0.22% | +22.3% |
| Q1 2022 | $327,000 | +98.2% | 6,156 | +87.7% | 0.18% | +77.2% |
| Q3 2021 | $165,000 | +50.0% | 3,280 | +50.7% | 0.10% | +57.8% |
| Q2 2021 | $110,000 | +42.9% | 2,177 | +32.3% | 0.06% | +16.4% |
| Q1 2021 | $77,000 | -24.5% | 1,646 | -51.2% | 0.06% | -19.1% |
| Q1 2020 | $102,000 | – | 3,374 | – | 0.07% | – |
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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% |