SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,547,579 | -6.1% | 50,688 | -2.6% | 1.10% | -5.5% |
| Q2 2023 | $2,712,899 | +11.2% | 52,061 | +2.7% | 1.17% | +5.9% |
| Q1 2023 | $2,440,071 | +15.3% | 50,676 | +7.7% | 1.10% | +9.1% |
| Q4 2022 | $2,117,164 | +15.6% | 47,069 | +8.0% | 1.01% | +4.0% |
| Q3 2022 | $1,831,000 | +1.7% | 43,600 | +7.4% | 0.97% | +5.4% |
| Q2 2022 | $1,801,000 | -0.7% | 40,614 | +19.0% | 0.92% | +11.8% |
| Q1 2022 | $1,813,000 | -3.6% | 34,126 | +1.4% | 0.82% | -0.7% |
| Q4 2021 | $1,880,000 | +3.2% | 33,671 | -0.2% | 0.83% | +0.4% |
| Q3 2021 | $1,821,000 | +10.4% | 33,731 | +2.9% | 0.83% | -1.5% |
| Q2 2021 | $1,650,000 | +13.2% | 32,791 | +4.8% | 0.84% | +5.7% |
| Q1 2021 | $1,458,000 | +12.9% | 31,283 | +6.5% | 0.79% | +2.7% |
| Q4 2020 | $1,291,000 | +12.9% | 29,376 | +1.1% | 0.77% | -2.8% |
| Q3 2020 | $1,143,000 | +11.7% | 29,052 | +2.9% | 0.80% | +3.0% |
| Q2 2020 | $1,023,000 | +36.4% | 28,221 | +13.8% | 0.77% | +13.9% |
| Q1 2020 | $750,000 | +1.9% | 24,807 | +27.5% | 0.68% | +21.5% |
| Q4 2019 | $736,000 | – | 19,461 | – | 0.56% | – |
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% |