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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $15,000 | -6.2% | 284 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $16,000 | +14.3% | 284 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $14,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $14,000 | +7.7% | 284 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $13,000 | 0.0% | 284 | 0.0% | 0.00% | +50.0% |
Q4 2020 | $13,000 | +18.2% | 284 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $11,000 | +10.0% | 284 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $10,000 | +11.1% | 284 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $9,000 | -10.0% | 284 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $10,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $10,000 | +11.1% | 284 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $9,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $9,000 | +12.5% | 284 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $8,000 | -11.1% | 284 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $9,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $9,000 | 0.0% | 284 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $9,000 | 0.0% | 284 | -97.4% | 0.00% | 0.0% |
Q4 2017 | $9,000 | – | 11,074 | – | 0.00% | – |
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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% |