SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,198,479 | +12.7% | 21,440 | +1.3% | 0.53% | -1.1% |
| Q3 2023 | $1,063,386 | -2.9% | 21,158 | +0.6% | 0.53% | -5.8% |
| Q2 2023 | $1,095,701 | +625.7% | 21,027 | +570.5% | 0.57% | +543.2% |
| Q1 2023 | $150,984 | +27.5% | 3,136 | +19.1% | 0.09% | +15.8% |
| Q4 2022 | $118,374 | +141.6% | 2,632 | +124.0% | 0.08% | +123.5% |
| Q3 2022 | $49,000 | -22.2% | 1,175 | -15.8% | 0.03% | -15.0% |
| Q2 2022 | $63,000 | +950.0% | 1,396 | +1157.7% | 0.04% | +1233.3% |
| Q1 2022 | $6,000 | +100.0% | 111 | +48.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | – | 75 | – | 0.00% | – |
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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% |