SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,266,429 | +2513.8% | 161,548 | +2472.0% | 0.91% | +2356.8% |
| Q2 2022 | $278,000 | -9.4% | 6,281 | +8.7% | 0.04% | 0.0% |
| Q1 2022 | $307,000 | +9.6% | 5,777 | +15.0% | 0.04% | +12.1% |
| Q4 2021 | $280,000 | +8.1% | 5,022 | -2.2% | 0.03% | 0.0% |
| Q3 2021 | $259,000 | +0.4% | 5,137 | +0.3% | 0.03% | -2.9% |
| Q2 2021 | $258,000 | +35.8% | 5,124 | +26.0% | 0.03% | +21.4% |
| Q1 2021 | $190,000 | -10.8% | 4,068 | -16.0% | 0.03% | -17.6% |
| Q4 2020 | $213,000 | +63.8% | 4,842 | +46.6% | 0.03% | +47.8% |
| Q3 2020 | $130,000 | +21.5% | 3,302 | +12.4% | 0.02% | +15.0% |
| Q2 2020 | $107,000 | +118.4% | 2,938 | +80.0% | 0.02% | +81.8% |
| Q1 2020 | $49,000 | – | 1,632 | – | 0.01% | – |
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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% |