SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 28 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,217 | -10.0% | 17,891 | -6.7% | 0.12% | -6.3% |
| Q2 2023 | $999,064 | +4.5% | 19,172 | -3.4% | 0.13% | -2.3% |
| Q1 2023 | $956,066 | +14.4% | 19,856 | +6.9% | 0.13% | +12.1% |
| Q4 2022 | $835,728 | +7.1% | 18,580 | 0.0% | 0.12% | -1.7% |
| Q3 2022 | $780,000 | -15.7% | 18,580 | -10.9% | 0.12% | -17.5% |
| Q2 2022 | $925,000 | -16.5% | 20,855 | 0.0% | 0.14% | -5.3% |
| Q1 2022 | $1,108,000 | -4.8% | 20,855 | 0.0% | 0.15% | -6.8% |
| Q4 2021 | $1,164,000 | +11.0% | 20,855 | +0.4% | 0.16% | +1.2% |
| Q3 2021 | $1,049,000 | +0.3% | 20,780 | 0.0% | 0.16% | +1.3% |
| Q2 2021 | $1,046,000 | +7.9% | 20,780 | 0.0% | 0.16% | +0.6% |
| Q1 2021 | $969,000 | +6.1% | 20,780 | 0.0% | 0.16% | -7.6% |
| Q4 2020 | $913,000 | +12.0% | 20,780 | +0.3% | 0.17% | +0.6% |
| Q3 2020 | $815,000 | +8.5% | 20,721 | 0.0% | 0.17% | +1.8% |
| Q2 2020 | $751,000 | +14.1% | 20,721 | -4.8% | 0.17% | -4.6% |
| Q1 2020 | $658,000 | -21.4% | 21,756 | -1.7% | 0.17% | 0.0% |
| Q4 2019 | $837,000 | +8.6% | 22,134 | 0.0% | 0.17% | +1.8% |
| Q3 2019 | $771,000 | +0.8% | 22,134 | 0.0% | 0.17% | -0.6% |
| Q2 2019 | $765,000 | +2.5% | 22,134 | -1.4% | 0.17% | -2.8% |
| Q1 2019 | $746,000 | +15.8% | 22,449 | +1.8% | 0.18% | +1.1% |
| Q4 2018 | $644,000 | +190.1% | 22,047 | +238.2% | 0.18% | +243.1% |
| Q3 2018 | $222,000 | +4.2% | 6,519 | -2.3% | 0.05% | -3.8% |
| Q2 2018 | $213,000 | +0.5% | 6,671 | -2.8% | 0.05% | -7.0% |
| Q1 2018 | $212,000 | -1.4% | 6,864 | 0.0% | 0.06% | -1.7% |
| Q4 2017 | $215,000 | +6.4% | 6,864 | +300.0% | 0.06% | +1.8% |
| Q3 2017 | $202,000 | -1.9% | 1,716 | -19.4% | 0.06% | -48.2% |
| Q4 2014 | $206,000 | – | 2,129 | – | 0.11% | – |
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% |