SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321 | -51.8% | 6,384 | -50.0% | 0.04% | -35.0% |
| Q2 2023 | $666 | +116.9% | 12,768 | +100.0% | 0.06% | +57.9% |
| Q1 2023 | $307 | +7.0% | 6,384 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $287 | -99.9% | 6,384 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $268,000 | -5.3% | 6,384 | 0.0% | 0.04% | -2.5% |
| Q2 2022 | $283,000 | -16.5% | 6,384 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $339,000 | -4.8% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $356,000 | +10.6% | 6,384 | 0.0% | 0.04% | -4.7% |
| Q3 2021 | $322,000 | +0.3% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $321,000 | +7.7% | 6,384 | 0.0% | 0.04% | +4.9% |
| Q1 2021 | $298,000 | +6.0% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $281,000 | +12.0% | 6,384 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $251,000 | +8.7% | 6,384 | 0.0% | 0.04% | +2.5% |
| Q2 2020 | $231,000 | -4.1% | 6,384 | 0.0% | 0.04% | -16.7% |
| Q4 2019 | $241,000 | – | 6,384 | – | 0.05% | – |
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% |