SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,723 | -3.7% | 7,396 | -0.2% | 0.37% | +4.8% |
| Q2 2023 | $386,187 | +8.2% | 7,411 | 0.0% | 0.35% | -1.4% |
| Q1 2023 | $356,840 | +7.0% | 7,411 | 0.0% | 0.36% | -29.7% |
| Q4 2022 | $333,347 | +3.8% | 7,411 | -3.0% | 0.51% | +47.7% |
| Q3 2022 | $321,000 | -5.9% | 7,640 | -0.8% | 0.34% | -6.5% |
| Q2 2022 | $341,000 | -16.6% | 7,701 | 0.0% | 0.37% | -2.9% |
| Q1 2022 | $409,000 | -4.9% | 7,701 | 0.0% | 0.38% | +0.3% |
| Q4 2021 | $430,000 | – | 7,701 | – | 0.38% | – |
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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% |