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 | $8,212,093 | +3.2% | 163,392 | +7.0% | 0.56% | +4.7% |
| Q2 2023 | $7,959,066 | +62.0% | 152,736 | +49.7% | 0.53% | +50.4% |
| Q1 2023 | $4,911,900 | +5.6% | 102,012 | -1.4% | 0.36% | -1.4% |
| Q4 2022 | $4,651,683 | +61.6% | 103,417 | +50.9% | 0.36% | +50.6% |
| Q3 2022 | $2,878,000 | -19.1% | 68,536 | -14.6% | 0.24% | -19.8% |
| Q2 2022 | $3,557,000 | -29.3% | 80,213 | -15.2% | 0.30% | -25.1% |
| Q1 2022 | $5,028,000 | -2.8% | 94,633 | -7.4% | 0.40% | -13.5% |
| Q4 2021 | $5,172,000 | +0.4% | 102,199 | +1.3% | 0.46% | +6.0% |
| Q3 2021 | $5,153,000 | -0.4% | 100,893 | -1.3% | 0.43% | -5.7% |
| Q2 2021 | $5,172,000 | +6.8% | 102,199 | +2.1% | 0.46% | -7.3% |
| Q1 2021 | $4,843,000 | +9.3% | 100,102 | -0.7% | 0.50% | -6.2% |
| Q4 2020 | $4,431,000 | +0.7% | 100,803 | -9.9% | 0.53% | -12.3% |
| Q3 2020 | $4,402,000 | +36.9% | 111,856 | +26.1% | 0.60% | +30.5% |
| Q2 2020 | $3,215,000 | +515.9% | 88,681 | +414.2% | 0.46% | +237.2% |
| Q1 2020 | $522,000 | -20.5% | 17,247 | -0.7% | 0.14% | -18.0% |
| Q4 2019 | $657,000 | +2.2% | 17,372 | -5.9% | 0.17% | -5.1% |
| Q3 2019 | $643,000 | – | 18,457 | – | 0.18% | – |
Download | ||||||
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% |