SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,648,131 | +27.2% | 32,792 | +31.8% | 0.06% | +31.2% |
| Q2 2023 | $1,296,009 | +20.6% | 24,871 | +11.4% | 0.05% | +14.3% |
| Q1 2023 | $1,074,583 | +516526.4% | 22,317 | +382.7% | 0.04% | +250.0% |
| Q4 2022 | $208 | -99.9% | 4,623 | +4.7% | 0.01% | +9.1% |
| Q3 2022 | $185,000 | -15.5% | 4,415 | -10.6% | 0.01% | +22.2% |
| Q2 2022 | $219,000 | -6.8% | 4,941 | +11.6% | 0.01% | +50.0% |
| Q1 2022 | $235,000 | -6.0% | 4,427 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $250,000 | -4.6% | 4,478 | -13.7% | 0.01% | -14.3% |
| Q3 2021 | $262,000 | +0.4% | 5,187 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -18.2% | 5,184 | -29.1% | 0.01% | -12.5% |
| Q1 2021 | $319,000 | – | 7,311 | – | 0.01% | – |
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% |