SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,891 | -28.2% | 3,042 | -25.6% | 0.11% | -9.5% |
| Q2 2023 | $212,921 | +14.3% | 4,086 | +5.6% | 0.13% | +6.8% |
| Q1 2023 | $186,341 | +2329162.5% | 3,870 | +2050.0% | 0.12% | +2260.0% |
| Q4 2022 | $8 | -99.9% | 180 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 180 | -13.5% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -74.3% | 208 | -68.8% | 0.01% | -72.2% |
| Q1 2022 | $35,000 | -85.2% | 666 | -84.3% | 0.02% | -85.2% |
| Q4 2021 | $237,000 | -19.4% | 4,244 | -27.1% | 0.12% | -29.1% |
| Q3 2021 | $294,000 | -3.9% | 5,821 | -4.4% | 0.17% | -13.1% |
| Q2 2021 | $306,000 | +11.7% | 6,089 | +3.8% | 0.20% | +4.8% |
| Q1 2021 | $274,000 | +0.4% | 5,868 | -18.6% | 0.19% | -22.5% |
| Q4 2019 | $273,000 | – | 7,212 | – | 0.24% | – |
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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% |