SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,907 | -19.1% | 98,233 | -15.6% | 1.59% | -7.8% |
| Q2 2023 | $6,066 | -11.5% | 116,408 | -18.3% | 1.72% | -2.5% |
| Q1 2023 | $6,858 | +1.1% | 142,423 | -5.5% | 1.77% | +0.7% |
| Q4 2022 | $6,782 | -99.9% | 150,773 | +22.7% | 1.76% | +20.3% |
| Q3 2022 | $5,162,000 | -28.4% | 122,925 | -24.4% | 1.46% | -20.2% |
| Q2 2022 | $7,211,000 | -8.0% | 162,619 | +10.3% | 1.83% | +6.5% |
| Q1 2022 | $7,834,000 | -5.0% | 147,445 | -0.2% | 1.72% | -1.3% |
| Q4 2021 | $8,247,000 | +8.7% | 147,718 | -1.8% | 1.74% | -2.7% |
| Q3 2021 | $7,590,000 | +17.9% | 150,413 | +17.6% | 1.79% | +9.0% |
| Q2 2021 | $6,435,000 | +41.9% | 127,853 | +31.4% | 1.64% | +31.3% |
| Q1 2021 | $4,536,000 | +34.6% | 97,318 | +27.0% | 1.25% | +20.8% |
| Q4 2020 | $3,369,000 | +170.8% | 76,628 | +174.9% | 1.04% | +127.0% |
| Q3 2020 | $1,244,000 | -61.7% | 27,875 | -68.9% | 0.46% | -64.4% |
| Q2 2020 | $3,246,000 | -25.5% | 89,546 | -37.8% | 1.28% | -38.2% |
| Q1 2020 | $4,358,000 | +44.9% | 144,074 | +81.2% | 2.07% | +71.2% |
| Q4 2019 | $3,007,000 | +814.0% | 79,499 | +743.1% | 1.21% | +646.9% |
| Q3 2019 | $329,000 | – | 9,429 | – | 0.16% | – |
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% |