SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,388,549 | +23.0% | 87,317 | +27.6% | 3.34% | +23.7% |
| Q2 2023 | $3,566,762 | +11.1% | 68,447 | +2.7% | 2.70% | +3.5% |
| Q1 2023 | $3,210,429 | +13.3% | 66,676 | +5.8% | 2.61% | +5.5% |
| Q4 2022 | $2,834,685 | +1.0% | 63,021 | -5.7% | 2.47% | -6.7% |
| Q3 2022 | $2,806,000 | +0.2% | 66,830 | +5.8% | 2.65% | +2.5% |
| Q2 2022 | $2,801,000 | -15.5% | 63,178 | +1.3% | 2.58% | -1.6% |
| Q1 2022 | $3,313,000 | +49.8% | 62,360 | +57.5% | 2.62% | +46.4% |
| Q4 2021 | $2,211,000 | – | 39,606 | – | 1.79% | – |
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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% |