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 | $292,971 | -3.5% | 5,829 | 0.0% | 0.39% | -16.3% |
Q2 2023 | $303,754 | +8.2% | 5,829 | 0.0% | 0.47% | +3.8% |
Q1 2023 | $280,671 | +15.2% | 5,829 | +7.6% | 0.45% | +7.7% |
Q4 2022 | $243,705 | +6.9% | 5,418 | 0.0% | 0.42% | +0.5% |
Q3 2022 | $228,000 | -5.0% | 5,418 | 0.0% | 0.42% | +6.1% |
Q2 2022 | $240,000 | -17.5% | 5,418 | -1.2% | 0.39% | -5.8% |
Q1 2022 | $291,000 | -4.9% | 5,485 | 0.0% | 0.42% | +6.4% |
Q4 2021 | $306,000 | +10.5% | 5,485 | +0.0% | 0.39% | +9.2% |
Q3 2021 | $277,000 | +0.4% | 5,483 | +0.0% | 0.36% | -3.2% |
Q2 2021 | $276,000 | +7.8% | 5,482 | 0.0% | 0.37% | +0.8% |
Q1 2021 | $256,000 | +6.2% | 5,482 | 0.0% | 0.37% | +2.5% |
Q4 2020 | $241,000 | +11.6% | 5,482 | 0.0% | 0.36% | -3.0% |
Q3 2020 | $216,000 | -1.4% | 5,482 | -9.1% | 0.37% | -20.5% |
Q2 2020 | $219,000 | -88.6% | 6,028 | -90.5% | 0.46% | -88.7% |
Q1 2020 | $1,918,000 | +36.9% | 63,391 | +71.1% | 4.10% | +40.9% |
Q4 2019 | $1,401,000 | +49.0% | 37,053 | +37.4% | 2.91% | +43.3% |
Q3 2019 | $940,000 | +1.1% | 26,961 | +0.2% | 2.03% | -15.7% |
Q2 2019 | $930,000 | +104.8% | 26,919 | +96.9% | 2.41% | +114.1% |
Q1 2019 | $454,000 | – | 13,669 | – | 1.13% | – |
Download |
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% |