SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,491 | -12.8% | 18,474 | -9.6% | 0.67% | -10.1% |
| Q2 2023 | $1,064,543 | +8.2% | 20,429 | 0.0% | 0.74% | -8.8% |
| Q1 2023 | $983,645 | -5.1% | 20,429 | -11.4% | 0.82% | -11.4% |
| Q4 2022 | $1,036,958 | +6.5% | 23,054 | -0.6% | 0.92% | -5.3% |
| Q3 2022 | $974,000 | -11.1% | 23,204 | -6.1% | 0.97% | -8.6% |
| Q2 2022 | $1,095,000 | -16.7% | 24,704 | -0.1% | 1.06% | -4.3% |
| Q1 2022 | $1,314,000 | -4.9% | 24,738 | 0.0% | 1.11% | -3.1% |
| Q4 2021 | $1,381,000 | +4.9% | 24,738 | -5.2% | 1.15% | -9.3% |
| Q3 2021 | $1,317,000 | -3.4% | 26,097 | -3.7% | 1.26% | +4.8% |
| Q2 2021 | $1,364,000 | +7.6% | 27,097 | -0.4% | 1.21% | +5.4% |
| Q1 2021 | $1,268,000 | +6.2% | 27,197 | +0.1% | 1.14% | -10.5% |
| Q4 2020 | $1,194,000 | – | 27,163 | – | 1.28% | – |
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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% |