SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,870,822 | -0.4% | 57,119 | +3.3% | 1.75% | +0.5% |
| Q2 2023 | $2,881,127 | +9.6% | 55,289 | +1.3% | 1.74% | +7.7% |
| Q1 2023 | $2,628,161 | +3.5% | 54,583 | -3.3% | 1.62% | -3.1% |
| Q4 2022 | $2,538,278 | +134.4% | 56,431 | +118.7% | 1.67% | +117.9% |
| Q3 2022 | $1,083,000 | -33.6% | 25,801 | -29.9% | 0.77% | -32.5% |
| Q2 2022 | $1,632,000 | -21.2% | 36,809 | -5.6% | 1.14% | -12.6% |
| Q1 2022 | $2,071,000 | +123.2% | 38,989 | +134.7% | 1.30% | +125.1% |
| Q4 2021 | $928,000 | +10.3% | 16,614 | -0.3% | 0.58% | +5.1% |
| Q3 2021 | $841,000 | +0.4% | 16,669 | +0.2% | 0.55% | -2.8% |
| Q2 2021 | $838,000 | +8.3% | 16,642 | +0.2% | 0.56% | +2.5% |
| Q1 2021 | $774,000 | +6.2% | 16,611 | +0.2% | 0.55% | +3.2% |
| Q4 2020 | $729,000 | +12.0% | 16,575 | +0.2% | 0.53% | -2.6% |
| Q3 2020 | $651,000 | +8.9% | 16,537 | +0.2% | 0.55% | +0.2% |
| Q2 2020 | $598,000 | – | 16,500 | – | 0.55% | – |
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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% |