SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,015 | -21.8% | 20,192 | -18.9% | 0.05% | -14.3% |
| Q2 2023 | $1,298 | +65.4% | 24,908 | +52.8% | 0.06% | +75.0% |
| Q1 2023 | $785 | -100.0% | 16,305 | -94.2% | 0.03% | -94.9% |
| Q3 2022 | $11,792,000 | +29.4% | 280,839 | +63.8% | 0.63% | +101.6% |
| Q1 2022 | $9,111,000 | +2.7% | 171,479 | +7.9% | 0.31% | +31.9% |
| Q4 2021 | $8,874,000 | +502.0% | 158,958 | +444.0% | 0.24% | +303.4% |
| Q3 2021 | $1,474,000 | -18.2% | 29,221 | -18.4% | 0.06% | -34.4% |
| Q2 2021 | $1,803,000 | -28.7% | 35,820 | -44.2% | 0.09% | -52.1% |
| Q3 2020 | $2,527,000 | – | 64,226 | – | 0.19% | – |
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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% |