SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $481,514 | +2.8% | 9,581 | +6.6% | 0.10% | +8.5% |
Q2 2023 | $468,210 | +6.5% | 8,986 | -1.6% | 0.09% | +1.1% |
Q1 2023 | $439,619 | +73.5% | 9,131 | +62.1% | 0.09% | +63.2% |
Q4 2022 | $253,310 | +26.7% | 5,632 | +18.3% | 0.06% | +14.0% |
Q3 2022 | $200,000 | +263.6% | 4,760 | +286.4% | 0.05% | +284.6% |
Q2 2022 | $55,000 | -33.7% | 1,232 | -21.0% | 0.01% | -23.5% |
Q1 2022 | $83,000 | +1.2% | 1,560 | +6.8% | 0.02% | 0.0% |
Q4 2021 | $82,000 | +26.2% | 1,460 | +13.2% | 0.02% | +21.4% |
Q3 2021 | $65,000 | +1.6% | 1,290 | +1.6% | 0.01% | 0.0% |
Q2 2021 | $64,000 | +3.2% | 1,270 | -3.8% | 0.01% | -6.7% |
Q1 2021 | $62,000 | -18.4% | 1,320 | -23.3% | 0.02% | -25.0% |
Q4 2020 | $76,000 | +10.1% | 1,720 | -1.7% | 0.02% | -4.8% |
Q3 2020 | $69,000 | +9.5% | 1,750 | 0.0% | 0.02% | 0.0% |
Q2 2020 | $63,000 | +18.9% | 1,750 | 0.0% | 0.02% | +5.0% |
Q1 2020 | $53,000 | -19.7% | 1,750 | 0.0% | 0.02% | -4.8% |
Q4 2019 | $66,000 | -7.0% | 1,750 | -14.6% | 0.02% | -12.5% |
Q3 2019 | $71,000 | 0.0% | 2,050 | 0.0% | 0.02% | -4.0% |
Q2 2019 | $71,000 | +121.9% | 2,050 | +115.8% | 0.02% | +108.3% |
Q1 2019 | $32,000 | +14.3% | 950 | 0.0% | 0.01% | +9.1% |
Q4 2018 | $28,000 | – | 950 | – | 0.01% | – |
Download |
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% |