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 | $7,845,968 | -5.8% | 156,587 | -2.0% | 0.56% | -4.9% |
| Q2 2023 | $8,324,981 | +6.0% | 159,758 | -2.1% | 0.59% | +5.1% |
| Q1 2023 | $7,856,961 | +8.9% | 163,177 | +1.8% | 0.56% | +5.0% |
| Q4 2022 | $7,212,306 | +13.4% | 160,345 | +6.9% | 0.54% | +2.5% |
| Q3 2022 | $6,358,000 | -31.9% | 149,938 | -28.8% | 0.52% | -30.7% |
| Q2 2022 | $9,334,000 | -15.4% | 210,501 | +1.3% | 0.76% | +4.3% |
| Q1 2022 | $11,038,000 | -6.0% | 207,754 | -1.2% | 0.73% | -1.8% |
| Q4 2021 | $11,742,000 | +16.9% | 210,324 | +5.7% | 0.74% | +9.1% |
| Q3 2021 | $10,045,000 | -62.9% | 199,060 | -63.0% | 0.68% | -62.5% |
| Q2 2021 | $27,044,000 | -1.5% | 537,328 | -8.7% | 1.81% | -7.1% |
| Q1 2021 | $27,445,000 | -12.0% | 588,819 | -17.0% | 1.95% | -8.7% |
| Q4 2020 | $31,173,000 | +15.0% | 709,121 | +3.0% | 2.13% | -7.9% |
| Q3 2020 | $27,098,000 | +1682.8% | 688,641 | +1542.2% | 2.31% | +1506.2% |
| Q2 2020 | $1,520,000 | – | 41,933 | – | 0.14% | – |
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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% |