SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 316 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,707,864 | +46.1% | 33,981 | +51.5% | 0.21% | +51.1% |
| Q2 2023 | $1,169,130 | +43.8% | 22,436 | +32.9% | 0.14% | +35.6% |
| Q1 2023 | $812,772 | +8.8% | 16,880 | +1.6% | 0.10% | +6.3% |
| Q4 2022 | $747,163 | +13.6% | 16,611 | +6.1% | 0.10% | +4.4% |
| Q3 2022 | $658,000 | +9.3% | 15,660 | +15.3% | 0.09% | +16.7% |
| Q2 2022 | $602,000 | -14.0% | 13,580 | +3.0% | 0.08% | -3.7% |
| Q1 2022 | $700,000 | -2.2% | 13,180 | +2.8% | 0.08% | -2.4% |
| Q4 2021 | $716,000 | +10.7% | 12,825 | 0.0% | 0.08% | -2.4% |
| Q3 2021 | $647,000 | +8.7% | 12,825 | +8.5% | 0.08% | +2.4% |
| Q2 2021 | $595,000 | +9.8% | 11,825 | +1.7% | 0.08% | +1.2% |
| Q1 2021 | $542,000 | +6.1% | 11,625 | 0.0% | 0.08% | -4.7% |
| Q4 2020 | $511,000 | +14.8% | 11,625 | +2.8% | 0.09% | -1.1% |
| Q3 2020 | $445,000 | +13.5% | 11,305 | +4.6% | 0.09% | +3.6% |
| Q2 2020 | $392,000 | +41.0% | 10,805 | +17.8% | 0.08% | +15.1% |
| Q1 2020 | $278,000 | -25.3% | 9,175 | -6.6% | 0.07% | -6.4% |
| Q4 2019 | $372,000 | +12.0% | 9,825 | +3.1% | 0.08% | 0.0% |
| Q3 2019 | $332,000 | +2.2% | 9,525 | +1.3% | 0.08% | -1.3% |
| Q2 2019 | $325,000 | +6.6% | 9,405 | +2.5% | 0.08% | +1.3% |
| Q1 2019 | $305,000 | – | 9,175 | – | 0.08% | – |
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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% |