SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,655,123 | +0.9% | 52,827 | +4.6% | 0.18% | -6.4% |
Q2 2023 | $2,631,617 | +13.9% | 50,501 | +5.2% | 0.19% | +5.1% |
Q1 2023 | $2,310,580 | -23.4% | 47,987 | -28.5% | 0.18% | -29.4% |
Q4 2022 | $3,017,572 | -24.4% | 67,086 | -29.4% | 0.25% | -40.0% |
Q3 2022 | $3,991,000 | -37.1% | 95,037 | -33.6% | 0.42% | -27.0% |
Q2 2022 | $6,344,000 | -46.8% | 143,079 | -36.3% | 0.58% | -40.7% |
Q1 2022 | $11,934,000 | +19.2% | 224,622 | +25.3% | 0.97% | +34.4% |
Q4 2021 | $10,012,000 | +20.0% | 179,337 | +8.5% | 0.72% | +1.1% |
Q3 2021 | $8,340,000 | +1.4% | 165,278 | +1.1% | 0.71% | -2.1% |
Q2 2021 | $8,226,000 | +15.1% | 163,442 | +6.6% | 0.73% | -4.0% |
Q1 2021 | $7,144,000 | +17.1% | 153,276 | +10.4% | 0.76% | -9.9% |
Q4 2020 | $6,102,000 | +51.4% | 138,804 | +35.5% | 0.84% | -14.4% |
Q3 2020 | $4,030,000 | +18.6% | 102,419 | +9.3% | 0.98% | -5.7% |
Q2 2020 | $3,397,000 | +18772.2% | 93,699 | +15387.4% | 1.04% | +7907.7% |
Q1 2020 | $18,000 | – | 605 | – | 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% |