SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 133 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $373,000 | +6.0% | 9,473 | -2.4% | 0.45% | -1.1% |
| Q2 2020 | $352,000 | +7.3% | 9,701 | -10.4% | 0.46% | -10.2% |
| Q1 2020 | $328,000 | -27.8% | 10,831 | -9.5% | 0.51% | +30.2% |
| Q4 2019 | $454,000 | -18.6% | 11,962 | -25.0% | 0.39% | -21.0% |
| Q3 2019 | $558,000 | +7.3% | 15,940 | +6.4% | 0.50% | +8.3% |
| Q2 2019 | $520,000 | +38.7% | 14,984 | +31.9% | 0.46% | +111.6% |
| Q1 2019 | $375,000 | +30.7% | 11,357 | +14.1% | 0.22% | +12.5% |
| Q4 2018 | $287,000 | +7.5% | 9,955 | +26.5% | 0.19% | +46.6% |
| Q3 2018 | $267,000 | +30.2% | 7,872 | +23.1% | 0.13% | +26.0% |
| Q2 2018 | $205,000 | +107.1% | 6,394 | +96.7% | 0.10% | +96.2% |
| Q1 2018 | $99,000 | +230.0% | 3,250 | +242.8% | 0.05% | +231.2% |
| Q4 2017 | $30,000 | – | 948 | – | 0.02% | – |
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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% |