SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,860,174 | +10.0% | 176,287 | +14.0% | 1.33% | +0.8% |
| Q2 2023 | $8,057,460 | +138.6% | 154,624 | +120.5% | 1.32% | +62.5% |
| Q1 2023 | $3,376,672 | +33.4% | 70,128 | +24.6% | 0.81% | +20.7% |
| Q4 2022 | $2,532,156 | +20.2% | 56,295 | +12.2% | 0.67% | +5.8% |
| Q3 2022 | $2,106,000 | -32.0% | 50,159 | -28.2% | 0.64% | -29.8% |
| Q2 2022 | $3,097,000 | -21.8% | 69,831 | -6.3% | 0.90% | -21.2% |
| Q1 2022 | $3,960,000 | +33.3% | 74,521 | +40.0% | 1.15% | +89.3% |
| Q4 2021 | $2,971,000 | – | 53,224 | – | 0.61% | – |
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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% |