SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,514 | +2.8% | 9,581 | +6.6% | 0.10% | +8.5% |
| Q2 2023 | $468,210 | +6.5% | 8,986 | -1.6% | 0.09% | +1.1% |
| Q1 2023 | $439,619 | +73.5% | 9,131 | +62.1% | 0.09% | +63.2% |
| Q4 2022 | $253,310 | +26.7% | 5,632 | +18.3% | 0.06% | +14.0% |
| Q3 2022 | $200,000 | +263.6% | 4,760 | +286.4% | 0.05% | +284.6% |
| Q2 2022 | $55,000 | -33.7% | 1,232 | -21.0% | 0.01% | -23.5% |
| Q1 2022 | $83,000 | +1.2% | 1,560 | +6.8% | 0.02% | 0.0% |
| Q4 2021 | $82,000 | +26.2% | 1,460 | +13.2% | 0.02% | +21.4% |
| Q3 2021 | $65,000 | +1.6% | 1,290 | +1.6% | 0.01% | 0.0% |
| Q2 2021 | $64,000 | +3.2% | 1,270 | -3.8% | 0.01% | -6.7% |
| Q1 2021 | $62,000 | -18.4% | 1,320 | -23.3% | 0.02% | -25.0% |
| Q4 2020 | $76,000 | +10.1% | 1,720 | -1.7% | 0.02% | -4.8% |
| Q3 2020 | $69,000 | +9.5% | 1,750 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $63,000 | +18.9% | 1,750 | 0.0% | 0.02% | +5.0% |
| Q1 2020 | $53,000 | -19.7% | 1,750 | 0.0% | 0.02% | -4.8% |
| Q4 2019 | $66,000 | -7.0% | 1,750 | -14.6% | 0.02% | -12.5% |
| Q3 2019 | $71,000 | 0.0% | 2,050 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $71,000 | +121.9% | 2,050 | +115.8% | 0.02% | +108.3% |
| Q1 2019 | $32,000 | +14.3% | 950 | 0.0% | 0.01% | +9.1% |
| Q4 2018 | $28,000 | – | 950 | – | 0.01% | – |
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% |