SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,122 | +46.6% | 19,222 | +52.0% | 0.07% | +51.1% |
| Q2 2023 | $659,125 | +10.2% | 12,649 | +1.8% | 0.05% | +9.3% |
| Q1 2023 | $598,068 | +5.6% | 12,421 | -1.3% | 0.04% | -2.3% |
| Q4 2022 | $566,145 | +13.0% | 12,586 | +5.5% | 0.04% | +4.8% |
| Q3 2022 | $501,000 | -0.6% | 11,933 | +5.0% | 0.04% | +5.0% |
| Q2 2022 | $504,000 | -26.2% | 11,360 | -11.6% | 0.04% | -13.0% |
| Q1 2022 | $683,000 | -0.7% | 12,855 | +4.3% | 0.05% | +2.2% |
| Q4 2021 | $688,000 | +22.4% | 12,330 | +10.5% | 0.04% | +2.3% |
| Q2 2021 | $562,000 | +12.2% | 11,160 | +3.9% | 0.04% | -8.3% |
| Q1 2021 | $501,000 | +72.2% | 10,745 | +62.3% | 0.05% | +60.0% |
| Q4 2020 | $291,000 | – | 6,621 | – | 0.03% | – |
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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% |