SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $977,806 | +28.2% | 19,455 | +32.9% | 0.14% | +30.3% |
| Q2 2023 | $762,854 | +7.7% | 14,639 | -0.5% | 0.11% | +0.9% |
| Q1 2023 | $708,505 | +40.0% | 14,715 | +46.4% | 0.11% | -1.8% |
| Q2 2021 | $506,000 | +26.2% | 10,049 | +16.7% | 0.11% | +13.4% |
| Q1 2021 | $401,000 | +18.6% | 8,608 | +12.1% | 0.10% | +185.3% |
| Q4 2020 | $338,000 | +61.7% | 7,679 | +44.5% | 0.03% | +41.7% |
| Q3 2020 | $209,000 | – | 5,313 | – | 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% |