SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,487,703 | -6.7% | 29,600 | -3.3% | 0.19% | -5.1% |
| Q2 2023 | $1,594,743 | +8.8% | 30,603 | +0.5% | 0.20% | -7.5% |
| Q1 2023 | $1,465,887 | +24.5% | 30,444 | +16.3% | 0.21% | +27.7% |
| Q4 2022 | $1,177,298 | +74.9% | 26,174 | +96.1% | 0.17% | +80.4% |
| Q3 2021 | $673,000 | -1.0% | 13,348 | +0.0% | 0.09% | -3.2% |
| Q2 2021 | $680,000 | +29.3% | 13,347 | +18.1% | 0.10% | +9.2% |
| Q1 2021 | $526,000 | – | 11,304 | – | 0.09% | – |
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% |