SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,919,962 | +112.2% | 87,149 | +98.1% | 0.56% | -5.6% |
| Q3 2022 | $1,847,000 | -99.9% | 43,995 | -14.0% | 0.59% | -21.5% |
| Q2 2022 | $2,268,634,000 | +79139.7% | 51,165 | -5.1% | 0.76% | -2.5% |
| Q1 2022 | $2,863,000 | -13.9% | 53,888 | -18.2% | 0.77% | -34.6% |
| Q3 2021 | $3,325,000 | -17.1% | 65,889 | -17.3% | 1.18% | -22.2% |
| Q2 2021 | $4,010,000 | – | 79,669 | – | 1.52% | – |
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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% |