SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,061 | -2.3% | 1,772 | +1.3% | 0.08% | 0.0% |
| Q2 2023 | $91,140 | +7.6% | 1,749 | -0.5% | 0.08% | +9.3% |
| Q1 2023 | $84,696 | +11.2% | 1,758 | +3.8% | 0.08% | +1.4% |
| Q4 2022 | $76,196 | +12.1% | 1,694 | +4.3% | 0.07% | +13.8% |
| Q3 2022 | $68,000 | -99.2% | 1,624 | +1363.1% | 0.06% | +828.6% |
| Q2 2022 | $8,244,000 | +8487.5% | 111 | -93.9% | 0.01% | -88.3% |
| Q1 2022 | $96,000 | -96.0% | 1,819 | -98.6% | 0.06% | +215.8% |
| Q4 2021 | $2,371,000 | +1709.9% | 132,372 | +4979.5% | 0.02% | -66.7% |
| Q2 2021 | $131,000 | – | 2,606 | – | 0.06% | – |
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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% |