SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,365,075 | -1.3% | 106,746 | +2.3% | 6.64% | +20.3% |
| Q2 2023 | $5,434,905 | +2.1% | 104,297 | -5.6% | 5.52% | +2.4% |
| Q1 2023 | $5,320,851 | -55.0% | 110,505 | -57.9% | 5.39% | -40.9% |
| Q4 2022 | $11,812,251 | -15.7% | 262,611 | -21.3% | 9.13% | -17.8% |
| Q3 2022 | $14,016,000 | +0.7% | 333,802 | +6.4% | 11.11% | +6.6% |
| Q2 2022 | $13,912,000 | -23.9% | 313,754 | -8.9% | 10.42% | -13.2% |
| Q1 2022 | $18,291,000 | +53.1% | 344,276 | +60.9% | 12.01% | +65.0% |
| Q4 2021 | $11,946,000 | +31.1% | 213,979 | +18.5% | 7.28% | +26.1% |
| Q3 2021 | $9,114,000 | +2.2% | 180,622 | +2.0% | 5.77% | +4.8% |
| Q2 2021 | $8,917,000 | +8.9% | 177,167 | +0.8% | 5.51% | +3.6% |
| Q1 2021 | $8,191,000 | -7.5% | 175,724 | -12.8% | 5.31% | -10.7% |
| Q4 2020 | $8,857,000 | – | 201,485 | – | 5.95% | – |
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% |