SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,369 | -50.5% | 803,207 | -50.8% | 2.90% | +42.8% |
| Q2 2023 | $81,539 | +109.1% | 1,633,218 | +101.6% | 2.03% | +5.7% |
| Q1 2023 | $38,998 | -5.3% | 809,930 | -11.5% | 1.92% | -15.2% |
| Q4 2022 | $41,175 | -99.9% | 915,415 | -1.3% | 2.27% | -3.1% |
| Q3 2022 | $38,958,000 | +9.8% | 927,809 | +15.9% | 2.34% | +21.8% |
| Q2 2022 | $35,486,000 | -6.4% | 800,318 | +12.1% | 1.92% | -2.2% |
| Q1 2022 | $37,916,000 | +37.5% | 713,638 | +44.5% | 1.96% | +44.4% |
| Q4 2021 | $27,573,000 | +66.8% | 493,881 | +50.9% | 1.36% | +40.2% |
| Q3 2021 | $16,535,000 | +16.0% | 327,238 | +15.5% | 0.97% | +10.3% |
| Q2 2021 | $14,254,000 | +1847.3% | 283,220 | +1702.0% | 0.88% | +1500.0% |
| Q1 2021 | $732,000 | -54.3% | 15,717 | -56.9% | 0.06% | -58.6% |
| Q4 2020 | $1,603,000 | -23.0% | 36,480 | -31.0% | 0.13% | -54.0% |
| Q3 2020 | $2,081,000 | -32.2% | 52,877 | -37.6% | 0.29% | -39.4% |
| Q2 2020 | $3,070,000 | -9.3% | 84,687 | -24.3% | 0.48% | -26.2% |
| Q1 2020 | $3,384,000 | -19.9% | 111,868 | +0.2% | 0.65% | -9.4% |
| Q4 2019 | $4,224,000 | +51.0% | 111,690 | +39.2% | 0.71% | +32.0% |
| Q3 2019 | $2,797,000 | +496.4% | 80,251 | +491.6% | 0.54% | +445.5% |
| Q2 2019 | $469,000 | – | 13,565 | – | 0.10% | – |
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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% |