SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,491 | -12.8% | 18,474 | -9.6% | 0.67% | -10.1% |
| Q2 2023 | $1,064,543 | +8.2% | 20,429 | 0.0% | 0.74% | -8.8% |
| Q1 2023 | $983,645 | -5.1% | 20,429 | -11.4% | 0.82% | -11.4% |
| Q4 2022 | $1,036,958 | +6.5% | 23,054 | -0.6% | 0.92% | -5.3% |
| Q3 2022 | $974,000 | -11.1% | 23,204 | -6.1% | 0.97% | -8.6% |
| Q2 2022 | $1,095,000 | -16.7% | 24,704 | -0.1% | 1.06% | -4.3% |
| Q1 2022 | $1,314,000 | -4.9% | 24,738 | 0.0% | 1.11% | -3.1% |
| Q4 2021 | $1,381,000 | +4.9% | 24,738 | -5.2% | 1.15% | -9.3% |
| Q3 2021 | $1,317,000 | -3.4% | 26,097 | -3.7% | 1.26% | +4.8% |
| Q2 2021 | $1,364,000 | +7.6% | 27,097 | -0.4% | 1.21% | +5.4% |
| Q1 2021 | $1,268,000 | +6.2% | 27,197 | +0.1% | 1.14% | -10.5% |
| Q4 2020 | $1,194,000 | – | 27,163 | – | 1.28% | – |
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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% |