SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,846,843 | +32.9% | 76,539 | +37.8% | 0.14% | +22.1% |
| Q2 2023 | $2,893,929 | +13.8% | 55,535 | +5.2% | 0.11% | +5.6% |
| Q1 2023 | $2,541,887 | +0.5% | 52,791 | -6.2% | 0.11% | -2.7% |
| Q4 2022 | $2,530,395 | +26.2% | 56,256 | +17.8% | 0.11% | +15.8% |
| Q3 2022 | $2,005,000 | +0.5% | 47,751 | +6.1% | 0.10% | 0.0% |
| Q2 2022 | $1,995,000 | -9.7% | 45,003 | +13.7% | 0.10% | +3.3% |
| Q4 2021 | $2,209,000 | +17.2% | 39,568 | +5.9% | 0.09% | +3.4% |
| Q3 2021 | $1,885,000 | -1.5% | 37,356 | -1.2% | 0.09% | -6.3% |
| Q2 2021 | $1,914,000 | +17.1% | 37,828 | +9.0% | 0.10% | +2.2% |
| Q1 2021 | $1,634,000 | +16.6% | 34,696 | +8.9% | 0.09% | -7.9% |
| Q4 2020 | $1,401,000 | +26.0% | 31,863 | +12.8% | 0.10% | +1.0% |
| Q3 2020 | $1,112,000 | +100.0% | 28,258 | +84.2% | 0.10% | +78.6% |
| Q2 2020 | $556,000 | +28.7% | 15,340 | +7.4% | 0.06% | -3.4% |
| Q1 2020 | $432,000 | +101.9% | 14,286 | +95.1% | 0.06% | +23.4% |
| Q4 2018 | $214,000 | – | 7,321 | – | 0.05% | – |
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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% |