SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,375 | +3.5% | 7,051 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $342,273 | +5.4% | 6,568 | -2.6% | 0.01% | 0.0% |
| Q1 2023 | $324,757 | -91.8% | 6,745 | -92.4% | 0.01% | -92.6% |
| Q4 2022 | $3,975,108 | -21.3% | 88,375 | -26.5% | 0.07% | -27.7% |
| Q3 2022 | $5,049,000 | -2.2% | 120,254 | +3.3% | 0.09% | -1.1% |
| Q2 2022 | $5,161,000 | -0.5% | 116,407 | +19.3% | 0.10% | +18.8% |
| Q1 2022 | $5,185,000 | +1356.5% | 97,589 | +1429.4% | 0.08% | +1500.0% |
| Q4 2021 | $356,000 | +30.4% | 6,381 | +17.8% | 0.01% | 0.0% |
| Q3 2021 | $273,000 | 0.0% | 5,419 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $273,000 | -100.0% | 5,418 | -54.6% | 0.01% | 0.0% |
| Q1 2021 | $555,740,000 | +250233.3% | 11,924 | +136.4% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +9.9% | 5,044 | -1.9% | 0.01% | 0.0% |
| Q3 2020 | $202,000 | +8.6% | 5,141 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $186,000 | +177.6% | 5,141 | +132.0% | 0.01% | +150.0% |
| Q1 2020 | $67,000 | -19.3% | 2,216 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $83,000 | -23.9% | 2,216 | -29.8% | 0.00% | -50.0% |
| Q3 2019 | $109,000 | 0.0% | 3,156 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $109,000 | -72.3% | 3,156 | -76.6% | 0.00% | -78.9% |
| Q4 2018 | $394,000 | +264.8% | 13,491 | +327.5% | 0.02% | +280.0% |
| Q3 2018 | $108,000 | +6.9% | 3,156 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $101,000 | +4.1% | 3,156 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $97,000 | -1.0% | 3,156 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $98,000 | – | 3,156 | – | 0.01% | – |
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% |