SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 421 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 29.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,974,187 | -4.6% | 835,141 | -1.0% | 37.20% | +3.6% |
| Q2 2023 | $43,975,410 | +11.8% | 843,896 | +3.3% | 35.89% | -5.2% |
| Q1 2023 | $39,337,481 | +12.6% | 816,978 | +5.2% | 37.87% | +5.0% |
| Q4 2022 | $34,945,717 | +7.9% | 776,917 | +0.7% | 36.05% | +15.9% |
| Q3 2022 | $32,400,000 | +7.4% | 771,603 | +13.4% | 31.10% | -3.7% |
| Q2 2022 | $30,158,000 | -10.2% | 680,146 | +7.6% | 32.30% | +18.3% |
| Q1 2022 | $33,597,000 | +1.1% | 632,351 | +6.2% | 27.31% | -6.3% |
| Q4 2021 | $33,246,000 | +12.2% | 595,490 | +1.4% | 29.15% | +19.5% |
| Q3 2021 | $29,619,000 | +5.0% | 586,982 | +4.7% | 24.40% | +3.8% |
| Q2 2021 | $28,212,000 | +10.9% | 560,543 | +2.7% | 23.52% | +4.6% |
| Q1 2021 | $25,428,000 | +11.2% | 545,558 | +4.9% | 22.48% | +11.0% |
| Q4 2020 | $22,861,000 | – | 520,033 | – | 20.26% | – |
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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% |