SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,012,097 | -0.1% | 159,413 | +3.5% | 2.09% | +3.3% |
| Q2 2023 | $8,022,335 | +12.6% | 153,950 | +4.1% | 2.02% | +9.5% |
| Q1 2023 | $7,121,481 | +12.2% | 147,902 | +4.8% | 1.85% | +7.7% |
| Q4 2022 | $6,349,152 | +15.2% | 141,155 | +7.6% | 1.72% | +1.8% |
| Q3 2022 | $5,510,000 | +6.5% | 131,216 | +12.5% | 1.69% | +8.6% |
| Q2 2022 | $5,172,000 | +1.2% | 116,644 | +21.2% | 1.56% | +7.7% |
| Q1 2022 | $5,113,000 | +25.8% | 96,232 | +32.2% | 1.44% | +17.3% |
| Q4 2021 | $4,065,000 | +49.3% | 72,804 | +34.9% | 1.23% | +33.9% |
| Q3 2021 | $2,723,000 | +30.3% | 53,966 | +30.0% | 0.92% | +27.1% |
| Q2 2021 | $2,090,000 | +61.3% | 41,528 | +49.3% | 0.72% | +48.2% |
| Q1 2021 | $1,296,000 | +96.4% | 27,806 | +85.3% | 0.49% | +87.7% |
| Q4 2020 | $660,000 | +152.9% | 15,008 | +126.0% | 0.26% | +104.7% |
| Q3 2020 | $261,000 | – | 6,641 | – | 0.13% | – |
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% |