SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,250 | -3.5% | 2,691 | 0.0% | 0.07% | -4.3% |
| Q2 2023 | $140,228 | +8.2% | 2,691 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $129,572 | +7.0% | 2,691 | 0.0% | 0.07% | -7.0% |
| Q4 2022 | $121,041 | +7.1% | 2,691 | 0.0% | 0.07% | +4.4% |
| Q3 2022 | $113,000 | -5.0% | 2,691 | 0.0% | 0.07% | -9.3% |
| Q2 2022 | $119,000 | -16.8% | 2,691 | 0.0% | 0.08% | -13.8% |
| Q1 2022 | $143,000 | -4.7% | 2,691 | 0.0% | 0.09% | -11.2% |
| Q4 2021 | $150,000 | +10.3% | 2,691 | 0.0% | 0.10% | -4.9% |
| Q3 2021 | $136,000 | +0.7% | 2,691 | 0.0% | 0.10% | -8.8% |
| Q2 2021 | $135,000 | -4.3% | 2,691 | -10.9% | 0.11% | -27.6% |
| Q1 2021 | $141,000 | -38.4% | 3,021 | -42.0% | 0.16% | -41.4% |
| Q4 2020 | $229,000 | +21.8% | 5,208 | +8.9% | 0.27% | +22.0% |
| Q3 2020 | $188,000 | +118.6% | 4,783 | +101.2% | 0.22% | +129.5% |
| Q2 2020 | $86,000 | – | 2,377 | – | 0.10% | – |
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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% |