SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $270,392 | -2.7% | 6,011 | -9.1% | 0.05% | -11.9% |
| Q3 2022 | $278,000 | -41.7% | 6,611 | -38.5% | 0.06% | -41.6% |
| Q2 2022 | $477,000 | -53.5% | 10,757 | -44.2% | 0.10% | -47.7% |
| Q1 2022 | $1,025,000 | -31.4% | 19,293 | -27.9% | 0.19% | -33.0% |
| Q4 2021 | $1,494,000 | +5.1% | 26,761 | -5.0% | 0.29% | -1.0% |
| Q3 2021 | $1,421,000 | -14.1% | 28,169 | -14.3% | 0.29% | -21.8% |
| Q2 2021 | $1,654,000 | +54.1% | 32,855 | +42.7% | 0.37% | +42.0% |
| Q1 2021 | $1,073,000 | – | 23,021 | – | 0.26% | – |
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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% |