SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $30,913,000 | +26.1% | 553,700 | +14.0% | 11.56% | +15.0% |
| Q3 2021 | $24,511,000 | +6.7% | 485,759 | +6.4% | 10.05% | +6.5% |
| Q2 2021 | $22,977,000 | +12.6% | 456,534 | +4.3% | 9.44% | +0.7% |
| Q1 2021 | $20,400,000 | +3.3% | 437,667 | -2.6% | 9.38% | -1.6% |
| Q4 2020 | $19,756,000 | +66.9% | 449,407 | +49.4% | 9.53% | +30.9% |
| Q3 2020 | $11,840,000 | -7.1% | 300,890 | -14.5% | 7.28% | -8.4% |
| Q2 2020 | $12,751,000 | +176.7% | 351,765 | +130.9% | 7.95% | +32.0% |
| Q1 2020 | $4,609,000 | -28.5% | 152,368 | -7.6% | 6.03% | -12.6% |
| Q4 2019 | $6,444,000 | – | 164,904 | – | 6.89% | – |
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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% |