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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $895,914 | +8.8% | 17,826 | +12.8% | 0.63% | +8.1% |
| Q2 2023 | $823,383 | +22.8% | 15,801 | +13.4% | 0.58% | +18.1% |
| Q1 2023 | $670,705 | +11.9% | 13,929 | +4.5% | 0.49% | +4.7% |
| Q4 2022 | $599,272 | +10.2% | 13,323 | +2.8% | 0.47% | +5.4% |
| Q3 2022 | $544,000 | +9.2% | 12,962 | +15.4% | 0.44% | +16.5% |
| Q2 2022 | $498,000 | +8.0% | 11,228 | +29.4% | 0.38% | +25.2% |
| Q1 2022 | $461,000 | +16.4% | 8,675 | +22.4% | 0.30% | +18.7% |
| Q4 2021 | $396,000 | +21.1% | 7,085 | +9.3% | 0.26% | +26.0% |
| Q3 2021 | $327,000 | +9.7% | 6,482 | +9.2% | 0.20% | +14.0% |
| Q2 2021 | $298,000 | +29.6% | 5,936 | +19.9% | 0.18% | +17.8% |
| Q1 2021 | $230,000 | +10.0% | 4,951 | +3.7% | 0.15% | +1.3% |
| Q4 2020 | $209,000 | +1.0% | 4,774 | -7.9% | 0.15% | -9.6% |
| Q3 2020 | $207,000 | -13.4% | 5,185 | -14.8% | 0.17% | -11.2% |
| Q2 2020 | $239,000 | -39.3% | 6,084 | -53.4% | 0.19% | -52.1% |
| Q1 2020 | $394,000 | -70.1% | 13,051 | -62.6% | 0.39% | -63.5% |
| Q4 2019 | $1,319,000 | -26.2% | 34,876 | -32.0% | 1.07% | -44.2% |
| Q3 2019 | $1,787,000 | – | 51,287 | – | 1.92% | – |
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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% |