SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,489,232 | -4.4% | 29,631 | -0.9% | 0.97% | -8.3% |
| Q2 2023 | $1,557,334 | +115686.9% | 29,886 | +7.0% | 1.06% | -16.3% |
| Q1 2023 | $1,345 | +7.0% | 27,939 | -0.0% | 1.26% | +6.4% |
| Q4 2022 | $1,257 | -99.9% | 27,940 | -4.7% | 1.18% | +10.2% |
| Q3 2022 | $1,230,000 | -7.4% | 29,303 | -2.2% | 1.08% | -2.9% |
| Q2 2022 | $1,328,000 | -25.6% | 29,948 | -10.9% | 1.11% | -10.6% |
| Q1 2022 | $1,786,000 | -52.3% | 33,622 | -52.3% | 1.24% | -9.9% |
| Q4 2021 | $3,745,000 | +109.5% | 70,483 | +98.9% | 1.37% | -4.6% |
| Q3 2021 | $1,788,000 | -0.1% | 35,435 | -0.3% | 1.44% | +0.1% |
| Q2 2021 | $1,789,000 | +8.0% | 35,552 | +0.0% | 1.44% | -6.1% |
| Q1 2021 | $1,656,000 | +14.6% | 35,539 | +8.1% | 1.53% | +0.8% |
| Q4 2020 | $1,445,000 | +19.7% | 32,880 | -1.3% | 1.52% | -16.6% |
| Q3 2020 | $1,207,000 | 0.0% | 33,297 | 0.0% | 1.82% | 0.0% |
| Q2 2020 | $1,207,000 | +36.4% | 33,297 | +13.9% | 1.82% | -4.2% |
| Q1 2020 | $885,000 | -18.1% | 29,246 | +2.4% | 1.90% | -5.1% |
| Q4 2019 | $1,081,000 | +83.5% | 28,570 | +69.1% | 2.00% | +66.2% |
| Q3 2019 | $589,000 | +160.6% | 16,899 | +158.0% | 1.21% | +149.2% |
| Q2 2019 | $226,000 | – | 6,550 | – | 0.48% | – |
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% |