SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,369 | +54.1% | 226,195 | +59.8% | 3.77% | +56.5% |
| Q2 2023 | $7,377 | +119.8% | 141,568 | +103.1% | 2.41% | +107.4% |
| Q1 2023 | $3,356 | +41.0% | 69,702 | +31.7% | 1.16% | +39.8% |
| Q4 2022 | $2,380 | -99.9% | 52,921 | -31.7% | 0.83% | -34.0% |
| Q3 2022 | $3,253,000 | – | 77,463 | – | 1.26% | – |
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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% |