SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $415,298 | -26.7% | 8,263 | -24.0% | 0.45% | +0.9% |
| Q2 2023 | $566,436 | +24.7% | 10,870 | +15.2% | 0.44% | +15.9% |
| Q1 2023 | $454,247 | +22.3% | 9,434 | +14.2% | 0.38% | +13.3% |
| Q4 2022 | $371,535 | +42.9% | 8,260 | +33.5% | 0.34% | +5.9% |
| Q3 2022 | $260,000 | -7.1% | 6,188 | -2.0% | 0.32% | +15.5% |
| Q2 2022 | $280,000 | -10.8% | 6,312 | +6.7% | 0.28% | +3.0% |
| Q1 2022 | $314,000 | -41.4% | 5,916 | -38.4% | 0.27% | -34.9% |
| Q4 2021 | $536,000 | +105.4% | 9,607 | +86.0% | 0.41% | +79.6% |
| Q3 2021 | $261,000 | – | 5,164 | – | 0.23% | – |
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% |