SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,687,559 | +51.2% | 411,612 | +56.8% | 13.38% | +40.1% |
| Q2 2023 | $13,682,215 | +17.5% | 262,564 | +8.6% | 9.55% | +18.1% |
| Q1 2023 | $11,645,175 | -5.7% | 241,852 | -11.9% | 8.09% | -12.3% |
| Q4 2022 | $12,350,000 | +9.0% | 274,573 | +1.8% | 9.22% | -14.1% |
| Q3 2022 | $11,328,000 | +12.0% | 269,768 | +18.2% | 10.73% | +1.6% |
| Q2 2022 | $10,116,000 | +59.8% | 228,139 | +101.2% | 10.56% | +73.8% |
| Q4 2021 | $6,332,000 | +1.7% | 113,415 | -3.2% | 6.08% | -7.4% |
| Q1 2021 | $6,225,000 | – | 117,175 | – | 6.56% | – |
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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% |