SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 421 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 29.06 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $546,308 | +40.8% | 12,146 | +31.3% | 0.04% | +28.6% |
| Q3 2022 | $388,000 | +2.1% | 9,250 | +8.0% | 0.04% | +6.1% |
| Q2 2022 | $380,000 | +12.1% | 8,565 | +34.2% | 0.03% | +26.9% |
| Q1 2022 | $339,000 | +69.5% | 6,383 | +78.0% | 0.03% | +73.3% |
| Q4 2021 | $200,000 | +96.1% | 3,585 | +77.1% | 0.02% | +87.5% |
| Q3 2021 | $102,000 | +32.5% | 2,024 | +32.8% | 0.01% | +33.3% |
| Q2 2021 | $77,000 | +8.5% | 1,524 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $71,000 | -38.8% | 1,519 | -40.0% | 0.01% | +20.0% |
| Q4 2020 | $116,000 | +190.0% | 2,532 | +150.9% | 0.01% | +25.0% |
| Q3 2020 | $40,000 | +11.1% | 1,009 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +300.0% | 1,005 | +235.0% | 0.00% | +300.0% |
| Q1 2020 | $9,000 | – | 300 | – | 0.00% | – |
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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% |