SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,844,810 | +31.8% | 104,558 | +18.5% | 0.53% | +14.2% |
| Q3 2023 | $4,434,987 | +10.8% | 88,241 | +14.8% | 0.47% | +8.9% |
| Q2 2023 | $4,003,754 | +50.9% | 76,833 | +39.5% | 0.43% | +41.7% |
| Q1 2023 | $2,652,559 | +35.1% | 55,089 | +26.2% | 0.30% | +36.0% |
| Q4 2022 | $1,963,778 | +91.0% | 43,659 | +78.4% | 0.22% | +52.1% |
| Q3 2022 | $1,028,000 | +72.2% | 24,475 | +81.8% | 0.15% | +82.5% |
| Q2 2022 | $597,000 | – | 13,464 | – | 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% |