SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,974,187 | -4.6% | 835,141 | -1.0% | 37.20% | +3.6% |
| Q2 2023 | $43,975,410 | +11.8% | 843,896 | +3.3% | 35.89% | -5.2% |
| Q1 2023 | $39,337,481 | +12.6% | 816,978 | +5.2% | 37.87% | +5.0% |
| Q4 2022 | $34,945,717 | +7.9% | 776,917 | +0.7% | 36.05% | +15.9% |
| Q3 2022 | $32,400,000 | +7.4% | 771,603 | +13.4% | 31.10% | -3.7% |
| Q2 2022 | $30,158,000 | -10.2% | 680,146 | +7.6% | 32.30% | +18.3% |
| Q1 2022 | $33,597,000 | +1.1% | 632,351 | +6.2% | 27.31% | -6.3% |
| Q4 2021 | $33,246,000 | +12.2% | 595,490 | +1.4% | 29.15% | +19.5% |
| Q3 2021 | $29,619,000 | +5.0% | 586,982 | +4.7% | 24.40% | +3.8% |
| Q2 2021 | $28,212,000 | +10.9% | 560,543 | +2.7% | 23.52% | +4.6% |
| Q1 2021 | $25,428,000 | +11.2% | 545,558 | +4.9% | 22.48% | +11.0% |
| Q4 2020 | $22,861,000 | – | 520,033 | – | 20.26% | – |
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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% |