SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $321 | -51.8% | 6,384 | -50.0% | 0.04% | -35.0% |
Q2 2023 | $666 | +116.9% | 12,768 | +100.0% | 0.06% | +57.9% |
Q1 2023 | $307 | +7.0% | 6,384 | 0.0% | 0.04% | -5.0% |
Q4 2022 | $287 | -99.9% | 6,384 | 0.0% | 0.04% | +2.6% |
Q3 2022 | $268,000 | -5.3% | 6,384 | 0.0% | 0.04% | -2.5% |
Q2 2022 | $283,000 | -16.5% | 6,384 | 0.0% | 0.04% | -2.4% |
Q1 2022 | $339,000 | -4.8% | 6,384 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $356,000 | +10.6% | 6,384 | 0.0% | 0.04% | -4.7% |
Q3 2021 | $322,000 | +0.3% | 6,384 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $321,000 | +7.7% | 6,384 | 0.0% | 0.04% | +4.9% |
Q1 2021 | $298,000 | +6.0% | 6,384 | 0.0% | 0.04% | 0.0% |
Q4 2020 | $281,000 | +12.0% | 6,384 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $251,000 | +8.7% | 6,384 | 0.0% | 0.04% | +2.5% |
Q2 2020 | $231,000 | -4.1% | 6,384 | 0.0% | 0.04% | -16.7% |
Q4 2019 | $241,000 | – | 6,384 | – | 0.05% | – |
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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% |