SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,436,225 | -12.3% | 167,852 | -9.0% | 4.54% | -9.6% |
| Q2 2023 | $9,617,121 | +3.7% | 184,554 | -4.2% | 5.02% | +1.8% |
| Q1 2023 | $9,278,283 | +9.4% | 192,695 | +2.2% | 4.93% | +4.0% |
| Q4 2022 | $8,480,354 | +4.5% | 188,536 | -2.5% | 4.74% | -0.7% |
| Q3 2022 | $8,117,000 | -6.0% | 193,299 | -0.8% | 4.77% | -1.5% |
| Q2 2022 | $8,639,000 | -32.8% | 194,845 | -19.4% | 4.84% | -31.1% |
| Q1 2022 | $12,847,000 | +1.0% | 241,809 | +6.2% | 7.02% | -2.3% |
| Q4 2021 | $12,714,000 | +54.3% | 227,730 | +39.5% | 7.19% | +46.1% |
| Q3 2021 | $8,238,000 | +2.8% | 163,251 | +2.5% | 4.92% | -1.8% |
| Q2 2021 | $8,014,000 | +17.2% | 159,220 | +8.5% | 5.01% | +11.1% |
| Q1 2021 | $6,837,000 | +13.1% | 146,689 | +6.6% | 4.51% | +94.5% |
| Q4 2020 | $6,047,000 | – | 137,554 | – | 2.32% | – |
Download | ||||||
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% |