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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,818,226 | +3.9% | 56,073 | +7.7% | 1.62% | +10.3% |
| Q2 2023 | $2,712,537 | +11.9% | 52,054 | +3.4% | 1.46% | -0.7% |
| Q1 2023 | $2,423,030 | +3.3% | 50,323 | -3.5% | 1.48% | -12.0% |
| Q4 2022 | $2,346,015 | +6.4% | 52,157 | -0.6% | 1.68% | -12.2% |
| Q3 2022 | $2,204,000 | -2.8% | 52,488 | +2.7% | 1.91% | +3.1% |
| Q2 2022 | $2,267,000 | -35.2% | 51,128 | -22.3% | 1.85% | -0.6% |
| Q1 2022 | $3,497,000 | +2.6% | 65,810 | +7.8% | 1.86% | +20.8% |
| Q4 2021 | $3,407,000 | +50.7% | 61,020 | +36.2% | 1.54% | +52.5% |
| Q3 2021 | $2,261,000 | +17.2% | 44,807 | +16.9% | 1.01% | +20.1% |
| Q2 2021 | $1,929,000 | +4.6% | 38,332 | -3.1% | 0.84% | -13.0% |
| Q1 2021 | $1,845,000 | +7.6% | 39,577 | +1.5% | 0.97% | -7.7% |
| Q4 2020 | $1,714,000 | – | 38,980 | – | 1.05% | – |
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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% |