SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,739 | -7.9% | 17,106 | -4.5% | 0.48% | -2.3% |
| Q2 2023 | $933,072 | +7.6% | 17,907 | -0.6% | 0.49% | +4.1% |
| Q1 2023 | $867,031 | -2.4% | 18,008 | -8.8% | 0.47% | -10.0% |
| Q4 2022 | $887,989 | +15.8% | 19,743 | +7.8% | 0.52% | +4.6% |
| Q3 2022 | $767,000 | -20.9% | 18,306 | -14.8% | 0.50% | -17.8% |
| Q2 2022 | $970,000 | -9.4% | 21,479 | +6.5% | 0.61% | -13.3% |
| Q1 2022 | $1,071,000 | +3.4% | 20,168 | +2.9% | 0.70% | -6.9% |
| Q4 2021 | $1,036,000 | -4.9% | 19,601 | -9.2% | 0.75% | -1.2% |
| Q3 2021 | $1,089,000 | +9.9% | 21,582 | +9.6% | 0.76% | +8.4% |
| Q2 2021 | $991,000 | +21.0% | 19,685 | +12.0% | 0.70% | +5.1% |
| Q1 2021 | $819,000 | +23.5% | 17,573 | +16.6% | 0.67% | +26.8% |
| Q4 2020 | $663,000 | – | 15,076 | – | 0.53% | – |
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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% |