SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,436,225 | -12.3% | 167,852 | -9.0% | 4.54% | -9.6% |
| Q2 2023 | $9,617,121 | +3.7% | 184,554 | -4.2% | 5.02% | +1.8% |
| Q1 2023 | $9,278,283 | +9.4% | 192,695 | +2.2% | 4.93% | +4.0% |
| Q4 2022 | $8,480,354 | +4.5% | 188,536 | -2.5% | 4.74% | -0.7% |
| Q3 2022 | $8,117,000 | -6.0% | 193,299 | -0.8% | 4.77% | -1.5% |
| Q2 2022 | $8,639,000 | -32.8% | 194,845 | -19.4% | 4.84% | -31.1% |
| Q1 2022 | $12,847,000 | +1.0% | 241,809 | +6.2% | 7.02% | -2.3% |
| Q4 2021 | $12,714,000 | +54.3% | 227,730 | +39.5% | 7.19% | +46.1% |
| Q3 2021 | $8,238,000 | +2.8% | 163,251 | +2.5% | 4.92% | -1.8% |
| Q2 2021 | $8,014,000 | +17.2% | 159,220 | +8.5% | 5.01% | +11.1% |
| Q1 2021 | $6,837,000 | +13.1% | 146,689 | +6.6% | 4.51% | +94.5% |
| Q4 2020 | $6,047,000 | – | 137,554 | – | 2.32% | – |
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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% |