SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $371,214 | +147794.0% | 7,123 | +36.6% | 0.00% | 0.0% |
| Q1 2023 | $251 | +44.3% | 5,213 | +34.3% | 0.00% | 0.0% |
| Q4 2022 | $174 | -99.9% | 3,882 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $154,000 | +42.6% | 3,674 | +49.6% | 0.00% | 0.0% |
| Q2 2022 | $108,000 | -28.5% | 2,456 | -13.8% | 0.00% | 0.0% |
| Q1 2022 | $151,000 | +5.6% | 2,848 | +10.8% | 0.00% | 0.0% |
| Q4 2021 | $143,000 | +240.5% | 2,570 | +202.4% | 0.00% | – |
| Q3 2021 | $42,000 | 0.0% | 850 | 0.0% | 0.00% | – |
| Q2 2021 | $42,000 | +7.7% | 850 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | -2.5% | 850 | -7.3% | 0.00% | – |
| Q4 2020 | $40,000 | +11.1% | 917 | 0.0% | 0.00% | – |
| Q3 2020 | $36,000 | – | 917 | – | 0.00% | – |
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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% |