SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,449 | -3.6% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $250,336 | +8.2% | 4,804 | 0.0% | 0.04% | +5.7% |
| Q1 2023 | $231,313 | +7.0% | 4,804 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $216,084 | +7.0% | 4,804 | 0.0% | 0.03% | -8.1% |
| Q3 2022 | $202,000 | -5.2% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $213,000 | -16.5% | 4,804 | 0.0% | 0.04% | -5.1% |
| Q1 2022 | $255,000 | -4.9% | 4,804 | 0.0% | 0.04% | -2.5% |
| Q4 2021 | $268,000 | +10.7% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $242,000 | 0.0% | 4,804 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $242,000 | +8.0% | 4,804 | 0.0% | 0.04% | -4.8% |
| Q1 2021 | $224,000 | +6.2% | 4,804 | 0.0% | 0.04% | -2.3% |
| Q4 2020 | $211,000 | -4.5% | 4,804 | -25.0% | 0.04% | -24.6% |
| Q2 2019 | $221,000 | +3.8% | 6,404 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $213,000 | -2.3% | 6,404 | 0.0% | 0.06% | +1.8% |
| Q3 2018 | $218,000 | -4.8% | 6,404 | -13.5% | 0.06% | -14.1% |
| Q1 2018 | $229,000 | -1.3% | 7,404 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $232,000 | +6.4% | 7,404 | +300.0% | 0.06% | +6.7% |
| Q3 2017 | $218,000 | -11.0% | 1,851 | -13.9% | 0.06% | -13.0% |
| Q2 2017 | $245,000 | +2.5% | 2,151 | 0.0% | 0.07% | -2.8% |
| Q1 2017 | $239,000 | -4.8% | 2,151 | -9.7% | 0.07% | -11.2% |
| Q4 2016 | $251,000 | – | 2,383 | – | 0.08% | – |
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% |