SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,896,090 | -6.4% | 57,622 | -3.0% | 1.11% | -5.5% |
| Q2 2023 | $3,095,505 | +5.5% | 59,403 | -2.5% | 1.17% | -10.3% |
| Q1 2023 | $2,934,326 | +5.0% | 60,941 | -1.9% | 1.30% | -1.7% |
| Q4 2022 | $2,795,346 | +3.9% | 62,146 | -3.0% | 1.33% | +10.0% |
| Q3 2022 | $2,690,000 | -9.1% | 64,068 | -3.9% | 1.21% | -0.3% |
| Q2 2022 | $2,958,000 | -24.3% | 66,702 | -9.3% | 1.21% | -7.4% |
| Q1 2022 | $3,905,000 | -5.6% | 73,505 | -0.8% | 1.31% | +7.5% |
| Q4 2021 | $4,137,000 | +11.2% | 74,099 | +0.5% | 1.22% | -0.1% |
| Q3 2021 | $3,719,000 | -2.3% | 73,703 | -2.6% | 1.22% | -0.1% |
| Q2 2021 | $3,807,000 | +4.9% | 75,647 | -2.8% | 1.22% | -3.5% |
| Q1 2021 | $3,628,000 | +3.5% | 77,841 | -2.4% | 1.26% | -1.2% |
| Q4 2020 | $3,505,000 | +8.4% | 79,730 | -2.9% | 1.28% | -0.7% |
| Q3 2020 | $3,233,000 | – | 82,153 | – | 1.28% | – |
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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% |