SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 133 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $244,000 | +20.2% | 6,713 | +0.3% | 0.19% | -99.1% |
| Q1 2020 | $203,000 | -20.1% | 6,696 | +0.6% | 21.17% | +11.8% |
| Q4 2019 | $254,000 | +10.0% | 6,656 | +0.5% | 18.93% | +8.6% |
| Q3 2019 | $231,000 | -1.3% | 6,625 | -2.2% | 17.43% | -2.1% |
| Q2 2019 | $234,000 | -9.3% | 6,774 | -12.6% | 17.81% | -8.0% |
| Q1 2019 | $258,000 | +14.2% | 7,753 | +0.5% | 19.36% | +1.7% |
| Q4 2018 | $226,000 | -33.3% | 7,714 | -22.4% | 19.04% | -5.3% |
| Q3 2018 | $339,000 | -9.8% | 9,947 | -15.6% | 20.11% | -55.7% |
| Q2 2018 | $376,000 | +3.6% | 11,792 | +0.6% | 45.36% | +3.5% |
| Q1 2018 | $363,000 | – | 11,720 | – | 43.84% | – |
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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% |