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 | $14,963 | +71.2% | 297,719 | +77.5% | 1.00% | +72.0% |
| Q2 2023 | $8,740 | -48.8% | 167,713 | -52.7% | 0.58% | -56.2% |
| Q1 2023 | $17,074 | +61.7% | 354,600 | +51.0% | 1.32% | +48.3% |
| Q4 2022 | $10,561 | -99.8% | 234,786 | +87.0% | 0.89% | +83.0% |
| Q3 2022 | $5,271,000 | +118.2% | 125,528 | +130.3% | 0.49% | +128.6% |
| Q2 2022 | $2,416,000 | -78.8% | 54,498 | -74.5% | 0.21% | -74.6% |
| Q1 2022 | $11,375,000 | – | 214,089 | – | 0.84% | – |
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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% |