SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,208,278 | -6.5% | 203,111 | -3.1% | 1.82% | -6.0% |
Q2 2023 | $10,918,240 | +10.9% | 209,522 | +2.4% | 1.94% | +1.1% |
Q1 2023 | $9,848,934 | +9.1% | 204,548 | +1.9% | 1.92% | 0.0% |
Q4 2022 | $9,031,569 | +12.3% | 200,791 | +4.8% | 1.92% | -0.1% |
Q3 2022 | $8,041,000 | -1.1% | 191,505 | +4.5% | 1.92% | -0.9% |
Q2 2022 | $8,127,000 | -12.0% | 183,284 | +5.5% | 1.94% | +4.5% |
Q1 2022 | $9,233,000 | +4.7% | 173,784 | +10.0% | 1.85% | +4.9% |
Q4 2021 | $8,817,000 | +18.9% | 157,926 | +7.5% | 1.76% | -23.1% |
Q3 2021 | $7,415,000 | +11.3% | 146,973 | +11.0% | 2.29% | +16.7% |
Q2 2021 | $6,665,000 | +41.9% | 132,429 | +31.4% | 1.97% | +14.6% |
Q1 2021 | $4,697,000 | +16.1% | 100,780 | +9.5% | 1.72% | +8.1% |
Q4 2020 | $4,044,000 | +40.4% | 92,014 | +25.7% | 1.59% | +5.2% |
Q3 2020 | $2,880,000 | +24.2% | 73,195 | +14.5% | 1.51% | -6.6% |
Q2 2020 | $2,318,000 | +29.1% | 63,939 | +7.8% | 1.62% | -9.1% |
Q1 2020 | $1,795,000 | +3.2% | 59,338 | +29.0% | 1.78% | +21.6% |
Q4 2019 | $1,740,000 | – | 46,003 | – | 1.46% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LEGG MASON, INC. | 11,792 | $376,000 | 45.36% |
Stuart Chaussee & Associates, Inc. | 1,450,171 | $46,231,000 | 31.14% |
Peterson Wealth Advisors, LLC | 1,146,549 | $36,552,000 | 29.62% |
Shepherd Financial Partners LLC | 1,757,636 | $56,189,000 | 12.64% |
Wealth & Pension Services Group, Inc. | 294,904 | $9,402,000 | 11.93% |
OLD DOMINION CAPITAL MANAGEMENT INC | 407,428 | $12,989,000 | 11.78% |
Chessman Wealth Strategies RIA | 239,503 | $7,635,000 | 6.72% |
Copperwynd Financial, LLC | 297,792 | $9,494,000 | 6.67% |
Trilogy Capital Inc. | 1,543,384 | $49,203,000 | 6.62% |
Jackson Wealth Management, LLC | 753,085 | $25,093,000 | 5.84% |