SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,835 | +51.5% | 2,026 | +57.1% | 0.00% | +50.0% |
| Q2 2023 | $67,227 | +139.0% | 1,290 | +120.9% | 0.00% | +100.0% |
| Q1 2023 | $28,123 | +7.1% | 584 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,263 | +5.1% | 584 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $25,000 | -3.8% | 584 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $26,000 | -77.4% | 583 | -73.1% | 0.00% | -66.7% |
| Q1 2022 | $115,000 | +259.4% | 2,165 | +283.2% | 0.00% | +200.0% |
| Q4 2021 | $32,000 | +23.1% | 565 | +9.7% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | 0.0% | 515 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 515 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | +26.3% | 511 | +20.8% | 0.00% | 0.0% |
| Q4 2020 | $19,000 | +11.8% | 423 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +54.5% | 423 | +16.9% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | – | 362 | – | 0.00% | – |
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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% |