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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $560,803 | +10.7% | 10,032 | -0.4% | 0.01% | 0.0% |
| Q3 2023 | $506,442 | +4.7% | 10,076 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $483,503 | +99386.2% | 10,042 | -7.0% | 0.01% | -6.7% |
| Q4 2022 | $486 | -99.8% | 10,798 | +63.9% | 0.02% | +66.7% |
| Q3 2022 | $277,000 | -5.1% | 6,588 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $292,000 | -16.6% | 6,588 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $350,000 | -4.9% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $368,000 | +10.8% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $332,000 | 0.0% | 6,588 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $332,000 | +7.8% | 6,588 | -0.3% | 0.01% | -8.3% |
| Q1 2021 | $308,000 | +6.2% | 6,608 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $290,000 | +20.3% | 6,588 | +7.5% | 0.01% | 0.0% |
| Q3 2020 | $241,000 | +8.6% | 6,130 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $222,000 | -4.3% | 6,130 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $232,000 | +8.4% | 6,130 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $214,000 | – | 6,130 | – | 0.01% | – |
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% |