SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,263,708 | +5.5% | 25,143 | +9.4% | 0.13% | +7.6% |
Q2 2023 | $1,197,633 | +16.5% | 22,982 | +7.6% | 0.12% | +9.3% |
Q1 2023 | $1,028,126 | +12.4% | 21,352 | +5.0% | 0.11% | +4.9% |
Q4 2022 | $914,382 | +7.7% | 20,328 | +0.5% | 0.10% | -16.3% |
Q3 2022 | $849,000 | -5.0% | 20,225 | +0.3% | 0.12% | +2.5% |
Q2 2022 | $894,000 | -60.7% | 20,171 | -52.9% | 0.12% | -56.0% |
Q1 2022 | $2,275,000 | -2.8% | 42,828 | +2.1% | 0.27% | -11.4% |
Q4 2021 | $2,341,000 | +9.6% | 41,935 | -0.9% | 0.31% | -4.9% |
Q3 2021 | $2,135,000 | +0.4% | 42,312 | +0.1% | 0.32% | -9.0% |
Q2 2021 | $2,127,000 | -4.1% | 42,268 | -11.1% | 0.36% | -29.5% |
Q1 2021 | $2,217,000 | -2.2% | 47,561 | -7.8% | 0.50% | -15.4% |
Q4 2020 | $2,267,000 | -25.7% | 51,580 | -33.5% | 0.60% | -37.0% |
Q3 2020 | $3,052,000 | +1.0% | 77,561 | -6.9% | 0.95% | -11.7% |
Q2 2020 | $3,021,000 | +22.9% | 83,336 | +2.6% | 1.07% | +2.3% |
Q1 2020 | $2,458,000 | -17.0% | 81,253 | +3.7% | 1.05% | +2.6% |
Q4 2019 | $2,963,000 | +9.9% | 78,338 | +3.4% | 1.02% | +5.4% |
Q3 2019 | $2,697,000 | – | 75,770 | – | 0.97% | – |
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% |