SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191,363 | +47.4% | 23,704 | +52.8% | 0.11% | +20.2% |
| Q2 2023 | $808,330 | +17.2% | 15,512 | +8.3% | 0.09% | +14.6% |
| Q1 2023 | $689,556 | +56.0% | 14,321 | +45.7% | 0.08% | +39.0% |
| Q4 2022 | $441,956 | +7.8% | 9,826 | +0.6% | 0.06% | -4.8% |
| Q3 2022 | $410,000 | -5.3% | 9,770 | 0.0% | 0.06% | -3.1% |
| Q2 2022 | $433,000 | -30.7% | 9,770 | -16.9% | 0.06% | -22.0% |
| Q1 2022 | $625,000 | -2.2% | 11,760 | +2.7% | 0.08% | -3.5% |
| Q4 2021 | $639,000 | – | 11,453 | – | 0.08% | – |
Download | ||||||
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% |