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 | $212,989 | -32.6% | 4,238 | -30.1% | 0.15% | -28.8% |
| Q2 2023 | $315,783 | +8.7% | 6,060 | +0.4% | 0.21% | +11.6% |
| Q1 2023 | $290,630 | -14.6% | 6,036 | -20.2% | 0.19% | -26.6% |
| Q4 2022 | $340,222 | +7.7% | 7,564 | +0.5% | 0.26% | +14.6% |
| Q3 2022 | $316,000 | -4.2% | 7,529 | +1.1% | 0.23% | +3.2% |
| Q2 2022 | $330,000 | +0.9% | 7,446 | +21.0% | 0.22% | +22.3% |
| Q1 2022 | $327,000 | +98.2% | 6,156 | +87.7% | 0.18% | +77.2% |
| Q3 2021 | $165,000 | +50.0% | 3,280 | +50.7% | 0.10% | +57.8% |
| Q2 2021 | $110,000 | +42.9% | 2,177 | +32.3% | 0.06% | +16.4% |
| Q1 2021 | $77,000 | -24.5% | 1,646 | -51.2% | 0.06% | -19.1% |
| Q1 2020 | $102,000 | – | 3,374 | – | 0.07% | – |
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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% |