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 | $719,020 | -7.9% | 14,306 | -4.5% | 0.74% | -7.6% |
| Q2 2023 | $780,891 | +11.5% | 14,985 | +3.0% | 0.81% | +3.7% |
| Q1 2023 | $700,630 | -4.7% | 14,551 | -11.0% | 0.78% | -1.8% |
| Q4 2022 | $735,377 | +5.7% | 16,349 | -1.3% | 0.79% | -11.1% |
| Q3 2022 | $696,000 | -4.4% | 16,568 | +0.9% | 0.89% | +1.4% |
| Q2 2022 | $728,000 | -13.4% | 16,427 | +3.8% | 0.88% | +4.5% |
| Q1 2022 | $841,000 | -11.6% | 15,832 | -7.1% | 0.84% | +8.7% |
| Q4 2021 | $951,000 | – | 17,033 | – | 0.77% | – |
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% |