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 | $36,810,985 | -4.9% | 732,411 | -1.4% | 10.26% | +0.3% |
| Q2 2023 | $38,708,904 | -16.4% | 742,830 | -22.8% | 10.23% | -20.4% |
| Q1 2023 | $46,302,228 | +11.8% | 961,624 | +4.5% | 12.85% | +5.3% |
| Q4 2022 | $41,409,581 | +16.6% | 920,622 | +8.9% | 12.20% | +3.4% |
| Q3 2022 | $35,513,000 | -3.0% | 845,744 | +2.4% | 11.80% | -1.5% |
| Q2 2022 | $36,611,000 | +6.5% | 825,694 | +27.6% | 11.98% | +10.8% |
| Q1 2022 | $34,369,000 | -5.5% | 646,889 | -0.7% | 10.81% | -7.3% |
| Q4 2021 | $36,368,000 | +4.4% | 651,411 | -5.7% | 11.66% | -5.9% |
| Q3 2021 | $34,842,000 | +12.9% | 690,478 | +12.6% | 12.40% | +11.9% |
| Q2 2021 | $30,850,000 | +13.3% | 612,946 | +4.9% | 11.07% | +6.6% |
| Q1 2021 | $27,231,000 | +11.3% | 584,219 | +4.9% | 10.38% | +3.9% |
| Q4 2020 | $24,475,000 | +21.6% | 556,755 | +8.8% | 10.00% | +7.6% |
| Q3 2020 | $20,132,000 | +10.6% | 511,593 | +1.9% | 9.29% | +5.3% |
| Q2 2020 | $18,199,000 | +52.6% | 502,027 | +27.3% | 8.82% | +10.8% |
| Q1 2020 | $11,928,000 | +10.8% | 394,299 | +38.6% | 7.96% | +13.2% |
| Q4 2019 | $10,763,000 | – | 284,583 | – | 7.03% | – |
Download | ||||||
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% |