SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,228,862 | +27.8% | 64,243 | +32.5% | 1.78% | +23.0% |
| Q2 2023 | $2,525,869 | +13.0% | 48,472 | +4.4% | 1.45% | +2.0% |
| Q1 2023 | $2,235,916 | +21.1% | 46,436 | +13.2% | 1.42% | +7.5% |
| Q4 2022 | $1,845,675 | +8.8% | 41,033 | +1.6% | 1.32% | +9.3% |
| Q3 2022 | $1,697,000 | +2.5% | 40,404 | +8.3% | 1.21% | +28.6% |
| Q2 2022 | $1,655,000 | -19.4% | 37,318 | -3.5% | 0.94% | -4.1% |
| Q1 2022 | $2,054,000 | +27.8% | 38,666 | +34.3% | 0.98% | +32.2% |
| Q4 2021 | $1,607,000 | +29.7% | 28,792 | +17.3% | 0.74% | +15.2% |
| Q3 2021 | $1,239,000 | +2.7% | 24,549 | +2.4% | 0.64% | -0.8% |
| Q2 2021 | $1,207,000 | +16.4% | 23,973 | +7.8% | 0.65% | +9.4% |
| Q1 2021 | $1,037,000 | +7.1% | 22,247 | +1.0% | 0.59% | -5.7% |
| Q4 2020 | $968,000 | +83.0% | 22,022 | +63.6% | 0.63% | +36.7% |
| Q3 2020 | $529,000 | +98.9% | 13,461 | +82.8% | 0.46% | +59.2% |
| Q2 2020 | $266,000 | +17.7% | 7,364 | -1.6% | 0.29% | +0.3% |
| Q1 2020 | $226,000 | -3.4% | 7,486 | +20.7% | 0.29% | +44.0% |
| Q4 2019 | $234,000 | – | 6,202 | – | 0.20% | – |
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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% |