SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 338 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.19 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,643 | -9.0% | 6,280 | -5.7% | 0.06% | -6.3% |
| Q2 2023 | $346,948 | -8.6% | 6,658 | -15.5% | 0.06% | -10.0% |
| Q1 2023 | $379,522 | -9.6% | 7,882 | -15.5% | 0.07% | -16.7% |
| Q4 2022 | $419,759 | -21.5% | 9,332 | -22.3% | 0.08% | -25.7% |
| Q3 2022 | $535,000 | -17.2% | 12,014 | -17.2% | 0.11% | -23.1% |
| Q2 2022 | $646,000 | -97.7% | 14,507 | -97.2% | 0.15% | -97.5% |
| Q1 2022 | $27,584,000 | -14.1% | 519,179 | -9.7% | 5.88% | -22.1% |
| Q4 2021 | $32,111,000 | +10.3% | 575,152 | -0.3% | 7.55% | +6.8% |
| Q3 2021 | $29,110,000 | +6.4% | 576,889 | +6.2% | 7.06% | +1.1% |
| Q2 2021 | $27,349,000 | +10.2% | 543,399 | +2.1% | 6.99% | -4.4% |
| Q1 2021 | $24,815,000 | +9.5% | 532,396 | +3.3% | 7.31% | -0.2% |
| Q4 2020 | $22,663,000 | +43.4% | 515,531 | +28.3% | 7.32% | +53.3% |
| Q3 2020 | $15,807,000 | +17.9% | 401,696 | +8.6% | 4.77% | +6.7% |
| Q2 2020 | $13,402,000 | +18.4% | 369,722 | -1.2% | 4.48% | -1.0% |
| Q1 2020 | $11,316,000 | -14.7% | 374,078 | +6.6% | 4.52% | +1.3% |
| Q4 2019 | $13,266,000 | +15.8% | 350,777 | +6.7% | 4.46% | +3.9% |
| Q3 2019 | $11,458,000 | +13.4% | 328,791 | +12.4% | 4.29% | +5.8% |
| Q2 2019 | $10,100,000 | +11.1% | 292,424 | +6.9% | 4.06% | +0.7% |
| Q1 2019 | $9,091,000 | -9.8% | 273,579 | -20.7% | 4.03% | -22.2% |
| Q4 2018 | $10,079,000 | – | 345,049 | – | 5.18% | – |
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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% |