SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,678,380 | -6.1% | 252,256 | -2.7% | 1.25% | -7.6% |
Q2 2023 | $13,503,514 | +4.5% | 259,135 | -3.5% | 1.35% | -4.0% |
Q1 2023 | $12,926,226 | +7.2% | 268,457 | +0.1% | 1.40% | -2.7% |
Q4 2022 | $12,061,504 | +40105.0% | 268,153 | +36886.6% | 1.44% | +36000.0% |
Q3 2022 | $30,000 | +50.0% | 725 | +57.3% | 0.00% | +33.3% |
Q2 2022 | $20,000 | -16.7% | 461 | 0.0% | 0.00% | -25.0% |
Q1 2022 | $24,000 | -7.7% | 461 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $26,000 | +1200.0% | 461 | +1145.9% | 0.00% | +300.0% |
Q1 2021 | $2,000 | 0.0% | 37 | -2.6% | 0.00% | 0.0% |
Q4 2020 | $2,000 | +100.0% | 38 | +18.8% | 0.00% | – |
Q3 2020 | $1,000 | 0.0% | 32 | +10.3% | 0.00% | – |
Q2 2020 | $1,000 | 0.0% | 29 | +20.8% | 0.00% | -100.0% |
Q1 2020 | $1,000 | 0.0% | 24 | +14.3% | 0.00% | 0.0% |
Q4 2019 | $1,000 | – | 21 | +90.9% | 0.00% | – |
Q3 2019 | $0 | – | 11 | +57.1% | 0.00% | – |
Q2 2019 | $0 | – | 7 | – | 0.00% | – |
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% |