SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $589,001 | +8.3% | 11,719 | +12.3% | 0.28% | +12.1% |
| Q2 2023 | $543,958 | +19.0% | 10,439 | +9.9% | 0.25% | +11.8% |
| Q1 2023 | $457,175 | +19.2% | 9,495 | +11.3% | 0.22% | +12.2% |
| Q4 2022 | $383,644 | +18.0% | 8,529 | +10.2% | 0.20% | +8.8% |
| Q3 2022 | $325,000 | +6.6% | 7,741 | +12.5% | 0.18% | +11.7% |
| Q2 2022 | $305,000 | -13.4% | 6,879 | +3.7% | 0.16% | +0.6% |
| Q1 2022 | $352,000 | -6.9% | 6,632 | -2.0% | 0.16% | -2.4% |
| Q4 2021 | $378,000 | +11.5% | 6,769 | +0.7% | 0.16% | +0.6% |
| Q3 2021 | $339,000 | +0.3% | 6,722 | +0.0% | 0.16% | +0.6% |
| Q2 2021 | $338,000 | +10.8% | 6,721 | +2.9% | 0.16% | +3.8% |
| Q1 2021 | $305,000 | +12.1% | 6,533 | +5.4% | 0.16% | +9.8% |
| Q4 2020 | $272,000 | +13.8% | 6,196 | +1.9% | 0.14% | +3.6% |
| Q3 2020 | $239,000 | +13.3% | 6,083 | +4.3% | 0.14% | +0.7% |
| Q2 2020 | $211,000 | +3.9% | 5,834 | +8.6% | 0.14% | +20.2% |
| Q4 2019 | $203,000 | – | 5,370 | – | 0.11% | – |
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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% |