SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,275 | +66.8% | 45,270 | +73.0% | 0.01% | +75.0% |
| Q2 2023 | $1,364 | +45.4% | 26,172 | +34.4% | 0.00% | +33.3% |
| Q1 2023 | $938 | -16.7% | 19,471 | -22.2% | 0.00% | -25.0% |
| Q4 2022 | $1,126 | -99.9% | 25,028 | +21.4% | 0.00% | +33.3% |
| Q3 2022 | $914,000 | 0.0% | 20,620 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $914,000 | +200.7% | 20,620 | +260.8% | 0.00% | +200.0% |
| Q1 2022 | $304,000 | +22.6% | 5,715 | +28.5% | 0.00% | 0.0% |
| Q4 2021 | $248,000 | -28.9% | 4,446 | -56.0% | 0.00% | -50.0% |
| Q3 2019 | $349,000 | 0.0% | 10,100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $349,000 | – | 10,100 | – | 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% |