SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,828 | -8.3% | 4,354 | -3.7% | 0.06% | -7.8% |
Q2 2023 | $235,485 | -74.0% | 4,519 | -75.9% | 0.06% | -73.8% |
Q1 2023 | $904,113 | +0.4% | 18,777 | -4.8% | 0.24% | -6.9% |
Q4 2022 | $900,083 | +20.2% | 19,730 | +15.7% | 0.26% | +12.9% |
Q3 2022 | $749,000 | -17.3% | 17,060 | -13.9% | 0.23% | -14.7% |
Q2 2022 | $906,000 | -25.3% | 19,818 | -14.2% | 0.27% | +1.1% |
Q1 2022 | $1,213,000 | -10.5% | 23,091 | -4.9% | 0.27% | -5.3% |
Q4 2021 | $1,355,000 | -3.8% | 24,268 | -11.1% | 0.28% | -15.0% |
Q3 2021 | $1,408,000 | -0.6% | 27,310 | -3.0% | 0.33% | -5.4% |
Q2 2021 | $1,417,000 | +7.1% | 28,161 | -0.8% | 0.35% | -1.4% |
Q1 2021 | $1,323,000 | -0.5% | 28,385 | -4.9% | 0.36% | -6.8% |
Q4 2020 | $1,330,000 | +1.5% | 29,853 | -10.3% | 0.38% | -17.1% |
Q3 2020 | $1,310,000 | +2.6% | 33,283 | -3.0% | 0.46% | -8.3% |
Q2 2020 | $1,277,000 | – | 34,298 | – | 0.50% | – |
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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% |