SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 195 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $248,000 | +4.2% | 7,174 | 0.0% | 0.08% | +2.4% |
| Q1 2019 | $238,000 | +6.7% | 7,174 | -6.0% | 0.08% | -7.9% |
| Q4 2018 | $223,000 | -14.2% | 7,633 | 0.0% | 0.09% | -16.0% |
| Q3 2018 | $260,000 | +7.9% | 7,633 | +1.0% | 0.11% | -1.9% |
| Q2 2018 | $241,000 | -8.0% | 7,560 | -10.8% | 0.11% | -9.2% |
| Q1 2018 | $262,000 | – | 8,479 | – | 0.12% | – |
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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% |