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 | $1,445,110 | -7.3% | 28,764 | -0.9% | 1.10% | -0.5% |
| Q2 2023 | $1,558,840 | +1.9% | 29,012 | -9.2% | 1.10% | -3.7% |
| Q1 2023 | $1,530,345 | +11.1% | 31,942 | +7.9% | 1.14% | +10.1% |
| Q4 2022 | $1,377,023 | +37.6% | 29,607 | +24.3% | 1.04% | +19.3% |
| Q3 2022 | $1,001,000 | +38.8% | 23,828 | +49.4% | 0.87% | +54.8% |
| Q2 2022 | $721,000 | -29.1% | 15,953 | -26.5% | 0.56% | -26.8% |
| Q1 2022 | $1,017,000 | +51.8% | 21,701 | +65.1% | 0.77% | +46.3% |
| Q4 2021 | $670,000 | – | 13,147 | – | 0.52% | – |
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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% |