SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,053 | +22.5% | 15,253 | +26.8% | 0.24% | +23.2% |
| Q2 2023 | $635,791 | +30.4% | 12,030 | +18.9% | 0.20% | +17.9% |
| Q1 2023 | $487,462 | +42.3% | 10,121 | +35.3% | 0.17% | +33.3% |
| Q4 2022 | $342,447 | -51.0% | 7,482 | -53.8% | 0.13% | -56.7% |
| Q3 2022 | $699,000 | +76.5% | 16,186 | +86.6% | 0.29% | +35.3% |
| Q2 2022 | $396,000 | -10.6% | 8,674 | +4.1% | 0.22% | +8.6% |
| Q1 2022 | $443,000 | +35.1% | 8,333 | +32.5% | 0.20% | -26.1% |
| Q4 2021 | $328,000 | 0.0% | 6,289 | 0.0% | 0.27% | -6.3% |
| Q3 2021 | $328,000 | 0.0% | 6,289 | -3.4% | 0.29% | -0.7% |
| Q2 2021 | $328,000 | – | 6,512 | – | 0.29% | – |
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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% |