SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,250 | -3.5% | 2,691 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $140,228 | +8.2% | 2,691 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $129,572 | +7.0% | 2,691 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $121,041 | +7.1% | 2,691 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $113,000 | -5.0% | 2,691 | 0.0% | 0.07% | -9.3% |
| Q2 2022 | $119,000 | -16.8% | 2,691 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $143,000 | -4.7% | 2,691 | 0.0% | 0.09% | -11.2% |
| Q4 2021 | $150,000 | +10.3% | 2,691 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $136,000 | +0.7% | 2,691 | 0.0% | 0.10% | -8.8% |
| Q2 2021 | $135,000 | -4.3% | 2,691 | -10.9% | 0.11% | -27.6% |
| Q1 2021 | $141,000 | -38.4% | 3,021 | -42.0% | 0.16% | -41.4% |
| Q4 2020 | $229,000 | +21.8% | 5,208 | +8.9% | 0.27% | +22.0% |
| Q3 2020 | $188,000 | +118.6% | 4,783 | +101.2% | 0.22% | +129.5% |
| Q2 2020 | $86,000 | – | 2,377 | – | 0.10% | – |
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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% |