SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 338 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.19 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,911,944 | +19.2% | 57,938 | +23.6% | 0.85% | +15.6% |
| Q2 2023 | $2,443,465 | +11.7% | 46,891 | +3.2% | 0.74% | +1.4% |
| Q1 2023 | $2,188,489 | +18.1% | 45,451 | +10.3% | 0.73% | +9.5% |
| Q4 2022 | $1,852,940 | +13.1% | 41,195 | +5.5% | 0.66% | +4.6% |
| Q3 2022 | $1,639,000 | -4.5% | 39,039 | +0.9% | 0.63% | -1.2% |
| Q2 2022 | $1,716,000 | -12.0% | 38,707 | +5.5% | 0.64% | +0.9% |
| Q1 2022 | $1,949,000 | +27.7% | 36,684 | +34.2% | 0.64% | +28.0% |
| Q4 2021 | $1,526,000 | -21.8% | 27,334 | -29.3% | 0.50% | -13.7% |
| Q3 2021 | $1,951,000 | +10.5% | 38,670 | +10.2% | 0.58% | +10.1% |
| Q2 2021 | $1,766,000 | +11.0% | 35,083 | +2.8% | 0.52% | -3.9% |
| Q1 2021 | $1,591,000 | +6.4% | 34,140 | +0.3% | 0.54% | +1.5% |
| Q4 2020 | $1,496,000 | +108.1% | 34,034 | +86.3% | 0.54% | +81.7% |
| Q3 2020 | $719,000 | +177.6% | 18,270 | +155.7% | 0.30% | +107.7% |
| Q2 2020 | $259,000 | +15.1% | 7,146 | -4.0% | 0.14% | -9.0% |
| Q1 2020 | $225,000 | -3.4% | 7,440 | +20.6% | 0.16% | +35.7% |
| Q4 2019 | $233,000 | – | 6,171 | – | 0.12% | – |
Download | ||||||
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% |