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 | $195,059 | -2.3% | 3,881 | +1.3% | 0.07% | 0.0% |
Q2 2023 | $199,633 | +2.3% | 3,831 | -5.5% | 0.07% | -7.0% |
Q1 2023 | $195,200 | -12.4% | 4,054 | -23.6% | 0.07% | -32.4% |
Q4 2022 | $222,883 | -0.1% | 5,308 | 0.0% | 0.10% | 0.0% |
Q3 2022 | $223,000 | -1.3% | 5,308 | +5.4% | 0.10% | -13.9% |
Q2 2022 | $226,000 | +22.2% | 5,036 | +44.6% | 0.12% | +32.6% |
Q1 2022 | $185,000 | +33.1% | 3,482 | +39.6% | 0.09% | +31.4% |
Q4 2021 | $139,000 | +24.1% | 2,495 | +12.6% | 0.07% | +11.1% |
Q3 2021 | $112,000 | +7.7% | 2,215 | +9.8% | 0.06% | +8.6% |
Q2 2021 | $104,000 | +65.1% | 2,017 | +48.7% | 0.06% | +38.1% |
Q1 2021 | $63,000 | +16.7% | 1,356 | +10.5% | 0.04% | +5.0% |
Q4 2020 | $54,000 | +260.0% | 1,227 | +149.4% | 0.04% | +166.7% |
Q1 2020 | $15,000 | – | 492 | – | 0.02% | – |
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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% |