SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,138 | -43.2% | 6,708 | -41.1% | 0.40% | +14.8% |
| Q2 2023 | $593,950 | +3.6% | 11,398 | -4.3% | 0.34% | +27.9% |
| Q1 2023 | $573,562 | +92.8% | 11,912 | +80.1% | 0.27% | +10.2% |
| Q4 2022 | $297,543 | +0.9% | 6,615 | -5.8% | 0.24% | -2.4% |
| Q3 2022 | $295,000 | -5.1% | 7,020 | +0.1% | 0.25% | -0.4% |
| Q2 2022 | $311,000 | -16.2% | 7,013 | +0.5% | 0.25% | +14.1% |
| Q1 2022 | $371,000 | +27.5% | 6,976 | +33.8% | 0.22% | +101.8% |
| Q4 2021 | $291,000 | +1165.2% | 5,215 | +681.9% | 0.11% | +808.3% |
| Q3 2019 | $23,000 | – | 667 | – | 0.01% | – |
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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% |