SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061,263 | -3.6% | 41,012 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $2,137,135 | +8.2% | 41,012 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $1,974,728 | +106757.6% | 41,012 | -0.2% | 0.02% | -4.3% |
| Q4 2022 | $1,848 | -99.9% | 41,094 | 0.0% | 0.02% | -11.5% |
| Q3 2022 | $1,726,000 | -5.4% | 41,094 | -0.1% | 0.03% | -7.1% |
| Q2 2022 | $1,824,000 | -16.4% | 41,132 | +0.1% | 0.03% | +7.7% |
| Q1 2022 | $2,183,000 | -4.8% | 41,094 | 0.0% | 0.03% | -3.7% |
| Q4 2021 | $2,294,000 | +10.6% | 41,094 | 0.0% | 0.03% | +8.0% |
| Q3 2021 | $2,074,000 | +0.3% | 41,094 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $2,068,000 | +8.0% | 41,094 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $1,915,000 | – | 41,094 | – | 0.02% | – |
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% |