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 | $940,114 | -3.6% | 18,705 | -0.0% | 0.22% | -1.4% |
| Q2 2023 | $974,978 | +6.9% | 18,710 | -1.2% | 0.22% | +1.9% |
| Q1 2023 | $911,768 | +13.6% | 18,936 | +5.7% | 0.21% | -23.8% |
| Q4 2022 | $802,286 | +3.4% | 17,916 | -3.1% | 0.28% | -7.9% |
| Q3 2022 | $776,000 | -11.0% | 18,489 | +3.3% | 0.30% | +3.0% |
| Q2 2022 | $872,000 | -13.7% | 17,901 | -5.8% | 0.30% | -2.3% |
| Q1 2022 | $1,010,000 | +3.8% | 19,002 | +9.0% | 0.30% | +5.6% |
| Q4 2021 | $973,000 | +2.1% | 17,428 | +0.4% | 0.29% | +0.7% |
| Q3 2021 | $953,000 | +29.1% | 17,352 | +20.9% | 0.28% | +23.4% |
| Q2 2021 | $738,000 | +36.9% | 14,352 | +30.6% | 0.23% | +35.1% |
| Q1 2021 | $539,000 | +12.3% | 10,988 | +0.6% | 0.17% | -6.0% |
| Q4 2020 | $480,000 | – | 10,927 | – | 0.18% | – |
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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% |