SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,566,058 | +56.2% | 90,848 | +62.0% | 0.38% | +48.3% |
| Q2 2023 | $2,923,131 | +62.8% | 56,095 | +50.5% | 0.26% | +54.2% |
| Q1 2023 | $1,795,015 | +60789.2% | 37,279 | -43.1% | 0.17% | -42.9% |
| Q4 2022 | $2,948 | -99.9% | 65,545 | -6.6% | 0.29% | +9.7% |
| Q3 2022 | $2,945,000 | +17.3% | 70,146 | +23.9% | 0.27% | +0.4% |
| Q2 2022 | $2,510,000 | -5.2% | 56,610 | +13.5% | 0.27% | 0.0% |
| Q1 2022 | $2,648,000 | -4.7% | 49,855 | +0.2% | 0.27% | -1.5% |
| Q4 2021 | $2,778,000 | +14.4% | 49,771 | +3.4% | 0.27% | +3.4% |
| Q3 2021 | $2,429,000 | +7.5% | 48,145 | +7.2% | 0.26% | +4.4% |
| Q2 2021 | $2,260,000 | +61.2% | 44,917 | +49.2% | 0.25% | +43.4% |
| Q1 2021 | $1,402,000 | – | 30,099 | – | 0.18% | – |
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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% |