SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,870,423 | +21.4% | 1,350,386 | +25.8% | 29.62% | +25.2% |
| Q2 2023 | $55,924,238 | +9.7% | 1,073,196 | +1.3% | 23.66% | +0.2% |
| Q1 2023 | $50,995,615 | +7.7% | 1,059,099 | +0.6% | 23.61% | +0.3% |
| Q4 2022 | $47,333,702 | +0.6% | 1,052,328 | -6.0% | 23.53% | -1.3% |
| Q3 2022 | $47,031,000 | -5.4% | 1,120,058 | -0.1% | 23.85% | +3.5% |
| Q2 2022 | $49,723,000 | -15.5% | 1,121,405 | +1.2% | 23.04% | -1.4% |
| Q1 2022 | $58,850,000 | +36.3% | 1,107,675 | +43.3% | 23.38% | +43.9% |
| Q4 2021 | $43,165,000 | – | 773,161 | – | 16.24% | – |
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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% |