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 | $246,676 | -10.7% | 4,908 | -7.4% | 0.16% | -17.3% |
| Q2 2023 | $276,183 | +8.2% | 5,300 | 0.0% | 0.19% | +1.1% |
| Q1 2023 | $255,195 | +7.0% | 5,300 | 0.0% | 0.19% | -16.4% |
| Q4 2022 | $238,394 | +6.9% | 5,300 | 0.0% | 0.23% | -11.7% |
| Q3 2022 | $223,000 | -5.1% | 5,300 | 0.0% | 0.26% | +0.8% |
| Q2 2022 | $235,000 | -16.7% | 5,300 | 0.0% | 0.25% | -15.6% |
| Q1 2022 | $282,000 | -4.7% | 5,300 | 0.0% | 0.30% | -3.8% |
| Q4 2021 | $296,000 | – | 5,300 | – | 0.31% | – |
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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% |