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 | $371,723 | -3.7% | 7,396 | -0.2% | 0.37% | +4.8% |
| Q2 2023 | $386,187 | +8.2% | 7,411 | 0.0% | 0.35% | -1.4% |
| Q1 2023 | $356,840 | +7.0% | 7,411 | 0.0% | 0.36% | -29.7% |
| Q4 2022 | $333,347 | +3.8% | 7,411 | -3.0% | 0.51% | +47.7% |
| Q3 2022 | $321,000 | -5.9% | 7,640 | -0.8% | 0.34% | -6.5% |
| Q2 2022 | $341,000 | -16.6% | 7,701 | 0.0% | 0.37% | -2.9% |
| Q1 2022 | $409,000 | -4.9% | 7,701 | 0.0% | 0.38% | +0.3% |
| Q4 2021 | $430,000 | – | 7,701 | – | 0.38% | – |
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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% |