SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,808 | +1.3% | 24,787 | +5.0% | 0.53% | +4.2% |
| Q2 2023 | $1,230,387 | +15.2% | 23,611 | +6.5% | 0.50% | +12.7% |
| Q1 2023 | $1,067,767 | +2.6% | 22,176 | -4.1% | 0.45% | -1.5% |
| Q4 2022 | $1,040,282 | +35.8% | 23,128 | +26.8% | 0.46% | +25.3% |
| Q3 2022 | $766,000 | +3.7% | 18,243 | +9.5% | 0.36% | +5.5% |
| Q2 2022 | $739,000 | +15.1% | 16,657 | +25.8% | 0.34% | -17.5% |
| Q1 2021 | $642,000 | – | 13,243 | – | 0.42% | – |
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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% |