SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,465,475 | +49.6% | 108,744 | +55.1% | 3.56% | +48.7% |
| Q2 2023 | $3,653,923 | +77.3% | 70,119 | +80.7% | 2.40% | +78.5% |
| Q1 2022 | $2,061,000 | -37.5% | 38,797 | -40.6% | 1.34% | -43.0% |
| Q3 2021 | $3,298,000 | +90.3% | 65,362 | +89.8% | 2.35% | +96.6% |
| Q2 2021 | $1,733,000 | +147.6% | 34,442 | +93.5% | 1.20% | +117.6% |
| Q3 2020 | $700,000 | +35.7% | 17,799 | +4.4% | 0.55% | +2.4% |
| Q2 2020 | $516,000 | -0.8% | 17,048 | -0.8% | 0.54% | +0.2% |
| Q1 2020 | $520,000 | -7.1% | 17,187 | +16.1% | 0.54% | +874.5% |
| Q4 2019 | $560,000 | +16.2% | 14,800 | +6.0% | 0.06% | +5.8% |
| Q3 2019 | $482,000 | -4.2% | 13,960 | -7.8% | 0.05% | -14.8% |
| Q2 2019 | $503,000 | – | 15,133 | – | 0.06% | – |
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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% |