SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,400,334 | +107.0% | 67,655 | +114.6% | 0.04% | +100.0% |
| Q2 2023 | $1,643,016 | +9.5% | 31,530 | +1.2% | 0.02% | +5.6% |
| Q1 2023 | $1,500,870 | -3.0% | 31,171 | -9.4% | 0.02% | -14.3% |
| Q4 2022 | $1,547,709 | +44.1% | 34,409 | +34.6% | 0.02% | +31.2% |
| Q3 2022 | $1,074,000 | -13.1% | 25,569 | -8.3% | 0.02% | -15.8% |
| Q2 2022 | $1,236,000 | +2.1% | 27,887 | +22.7% | 0.02% | +11.8% |
| Q1 2022 | $1,210,000 | +40.2% | 22,719 | +47.0% | 0.02% | +30.8% |
| Q4 2021 | $863,000 | +25.4% | 15,455 | +13.2% | 0.01% | +18.2% |
| Q3 2021 | $688,000 | +58.2% | 13,652 | +58.6% | 0.01% | +37.5% |
| Q2 2021 | $435,000 | +71.9% | 8,606 | +58.3% | 0.01% | +60.0% |
| Q1 2021 | $253,000 | – | 5,435 | – | 0.01% | – |
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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% |