SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,395,842 | +7.6% | 564,111 | -0.5% | 7.82% | +7.8% |
| Q1 2023 | $27,310,408 | +7.8% | 567,194 | +0.7% | 7.26% | +6.7% |
| Q4 2022 | $25,324,775 | +7.1% | 563,023 | -0.0% | 6.80% | +4.0% |
| Q3 2022 | $23,654,000 | +91.9% | 563,273 | +102.6% | 6.54% | +115.5% |
| Q2 2022 | $12,325,000 | +37.2% | 277,959 | +64.4% | 3.03% | +62.3% |
| Q1 2022 | $8,983,000 | +177.9% | 169,072 | +164.0% | 1.87% | +160.3% |
| Q3 2021 | $3,232,000 | -5.7% | 64,054 | -6.0% | 0.72% | -11.8% |
| Q2 2021 | $3,428,000 | +114166.7% | 68,120 | -1.5% | 0.81% | +40600.0% |
| Q1 2021 | $3,000 | -99.9% | 69,134 | -5.8% | 0.00% | -99.8% |
| Q4 2020 | $3,225,000 | +8.9% | 73,372 | -2.5% | 0.88% | +11.5% |
| Q3 2020 | $2,961,000 | +12.9% | 75,265 | +4.0% | 0.78% | +7.5% |
| Q2 2020 | $2,622,000 | +23.7% | 72,353 | +3.3% | 0.73% | +1.4% |
| Q1 2020 | $2,119,000 | +22.3% | 70,055 | +52.8% | 0.72% | +57.5% |
| Q4 2019 | $1,733,000 | – | 45,848 | – | 0.46% | – |
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% |