SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,923 | -3.5% | 854 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $44,502 | +8.2% | 854 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $41,121 | +7.0% | 854 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $38,413 | +6.7% | 854 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 854 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $38,000 | -15.6% | 854 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $45,000 | -6.2% | 854 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $48,000 | -14.3% | 854 | -22.9% | 0.01% | -21.4% |
| Q3 2021 | $56,000 | 0.0% | 1,108 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $56,000 | -57.6% | 1,108 | -60.8% | 0.02% | -58.3% |
| Q1 2021 | $132,000 | -60.9% | 2,827 | -63.2% | 0.04% | -61.3% |
| Q4 2020 | $338,000 | -77.3% | 7,682 | -79.7% | 0.09% | -79.3% |
| Q3 2020 | $1,488,000 | -44.0% | 37,817 | -48.4% | 0.45% | -52.1% |
| Q2 2020 | $2,658,000 | +29.5% | 73,330 | +8.1% | 0.94% | +8.3% |
| Q1 2020 | $2,052,000 | -20.2% | 67,836 | -0.3% | 0.86% | -38.6% |
| Q4 2019 | $2,573,000 | +28.6% | 68,025 | +18.5% | 1.41% | +20.2% |
| Q3 2019 | $2,000,000 | +1.5% | 57,402 | +0.6% | 1.17% | -1.7% |
| Q2 2019 | $1,970,000 | +21.1% | 57,043 | +16.5% | 1.19% | +19.2% |
| Q1 2019 | $1,627,000 | +13.5% | 48,961 | -0.2% | 1.00% | -5.4% |
| Q4 2018 | $1,434,000 | – | 49,076 | – | 1.06% | – |
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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% |