SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $480,277 | +103.4% | 9,217 | +87.9% | 0.11% | +86.9% |
| Q1 2023 | $236,130 | -37.1% | 4,904 | -41.2% | 0.06% | -42.5% |
| Q4 2022 | $375,112 | -5.3% | 8,340 | +11.9% | 0.11% | +2.9% |
| Q1 2022 | $396,000 | -19.3% | 7,452 | -15.2% | 0.10% | -18.3% |
| Q4 2021 | $491,000 | +10.3% | 8,786 | -0.3% | 0.13% | -6.0% |
| Q3 2021 | $445,000 | +21.9% | 8,813 | +21.6% | 0.13% | +27.6% |
| Q2 2021 | $365,000 | +7.0% | 7,249 | -0.9% | 0.10% | -11.0% |
| Q1 2021 | $341,000 | +17.2% | 7,313 | +10.6% | 0.12% | +14.6% |
| Q4 2020 | $291,000 | -15.7% | 6,611 | -24.7% | 0.10% | -23.7% |
| Q3 2020 | $345,000 | +0.3% | 8,776 | -7.4% | 0.14% | -11.8% |
| Q2 2020 | $344,000 | – | 9,477 | – | 0.15% | – |
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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% |