SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $566,654 | -7.8% | 11,274 | -4.4% | 0.29% | -5.9% |
| Q2 2023 | $614,821 | -23.7% | 11,799 | -29.5% | 0.31% | -22.9% |
| Q1 2023 | $805,315 | +39.8% | 16,725 | +30.6% | 0.40% | +32.7% |
| Q4 2022 | $576,084 | -20.8% | 12,808 | -26.0% | 0.30% | -29.4% |
| Q3 2022 | $727,000 | -4.5% | 17,313 | +3.6% | 0.42% | -1.8% |
| Q2 2022 | $761,000 | -20.0% | 16,704 | -6.7% | 0.43% | -16.1% |
| Q1 2022 | $951,000 | +3.0% | 17,900 | +8.2% | 0.52% | -45.5% |
| Q4 2021 | $923,000 | – | 16,544 | – | 0.95% | – |
Download | ||||||
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% |