SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,338 | -3.6% | 8,801 | 0.0% | 0.33% | -2.4% |
| Q2 2023 | $458,620 | +2.8% | 8,801 | -5.0% | 0.34% | -24.9% |
| Q1 2023 | $445,917 | +7.0% | 9,261 | 0.0% | 0.45% | -10.7% |
| Q4 2022 | $416,560 | -9.6% | 9,261 | +1.1% | 0.50% | +38.5% |
| Q2 2022 | $461,000 | +95.3% | 9,161 | +106.7% | 0.36% | +91.6% |
| Q1 2022 | $236,000 | -4.5% | 4,433 | 0.0% | 0.19% | +5.0% |
| Q4 2021 | $247,000 | -46.4% | 4,433 | -51.6% | 0.18% | -50.3% |
| Q2 2021 | $461,000 | +58.4% | 9,161 | +47.0% | 0.36% | +58.3% |
| Q1 2021 | $291,000 | -15.7% | 6,233 | -20.6% | 0.23% | -23.6% |
| Q4 2020 | $345,000 | – | 7,855 | – | 0.30% | – |
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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% |