SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $735,857 | +25.6% | 14,641 | +30.2% | 0.32% | +29.7% |
| Q2 2023 | $585,821 | +9.2% | 11,242 | +0.9% | 0.25% | +0.4% |
| Q1 2023 | $536,247 | +3.4% | 11,137 | -3.4% | 0.24% | -6.1% |
| Q4 2022 | $518,395 | +11.2% | 11,525 | +3.8% | 0.26% | +2.8% |
| Q3 2022 | $466,000 | -0.4% | 11,107 | +5.2% | 0.25% | +7.6% |
| Q2 2022 | $468,000 | +5.9% | 10,555 | +26.8% | 0.24% | +26.2% |
| Q1 2022 | $442,000 | +0.5% | 8,327 | +5.7% | 0.19% | +3.9% |
| Q4 2021 | $440,000 | -29.9% | 7,881 | -36.6% | 0.18% | -35.0% |
| Q3 2021 | $628,000 | +14.4% | 12,437 | +14.0% | 0.28% | +14.5% |
| Q2 2021 | $549,000 | -66.6% | 10,908 | -69.1% | 0.24% | -65.7% |
| Q1 2021 | $1,644,000 | -30.3% | 35,264 | -34.3% | 0.70% | -33.7% |
| Q4 2020 | $2,360,000 | -17.0% | 53,682 | -25.7% | 1.06% | -17.3% |
| Q3 2020 | $2,842,000 | +8.7% | 72,216 | +0.1% | 1.29% | -1.3% |
| Q2 2020 | $2,615,000 | +11.4% | 72,130 | -7.0% | 1.30% | -7.9% |
| Q1 2020 | $2,347,000 | -49.9% | 77,574 | -36.3% | 1.42% | -25.6% |
| Q4 2019 | $4,680,000 | +11.4% | 121,839 | +6.3% | 1.90% | +6.2% |
| Q3 2019 | $4,201,000 | +12.0% | 114,633 | +6.9% | 1.79% | +6.2% |
| Q2 2019 | $3,750,000 | +43.7% | 107,268 | +40.3% | 1.69% | +37.1% |
| Q1 2019 | $2,609,000 | – | 76,478 | – | 1.23% | – |
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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% |