SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,249,099 | -4.1% | 104,439 | -0.6% | 3.23% | -1.9% |
| Q2 2023 | $5,475,412 | +20.3% | 105,074 | +11.1% | 3.29% | +13.0% |
| Q1 2023 | $4,553,030 | +9.5% | 94,559 | +2.3% | 2.91% | +2.4% |
| Q4 2022 | $4,158,342 | +8.1% | 92,449 | +1.0% | 2.84% | -5.3% |
| Q3 2022 | $3,845,000 | -1.0% | 91,574 | +4.5% | 3.00% | +7.4% |
| Q2 2022 | $3,884,000 | -12.6% | 87,595 | +4.7% | 2.80% | -0.9% |
| Q1 2022 | $4,446,000 | -1.4% | 83,674 | +3.7% | 2.82% | +1.8% |
| Q4 2021 | $4,507,000 | +4.7% | 80,721 | +2.5% | 2.77% | -1.4% |
| Q3 2021 | $4,305,000 | – | 78,747 | – | 2.81% | – |
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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% |