SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $859,739 | -7.9% | 17,106 | -4.5% | 0.48% | -2.3% |
| Q2 2023 | $933,072 | +7.6% | 17,907 | -0.6% | 0.49% | +4.1% |
| Q1 2023 | $867,031 | -2.4% | 18,008 | -8.8% | 0.47% | -10.0% |
| Q4 2022 | $887,989 | +15.8% | 19,743 | +7.8% | 0.52% | +4.6% |
| Q3 2022 | $767,000 | -20.9% | 18,306 | -14.8% | 0.50% | -17.8% |
| Q2 2022 | $970,000 | -9.4% | 21,479 | +6.5% | 0.61% | -13.3% |
| Q1 2022 | $1,071,000 | +3.4% | 20,168 | +2.9% | 0.70% | -6.9% |
| Q4 2021 | $1,036,000 | -4.9% | 19,601 | -9.2% | 0.75% | -1.2% |
| Q3 2021 | $1,089,000 | +9.9% | 21,582 | +9.6% | 0.76% | +8.4% |
| Q2 2021 | $991,000 | +21.0% | 19,685 | +12.0% | 0.70% | +5.1% |
| Q1 2021 | $819,000 | +23.5% | 17,573 | +16.6% | 0.67% | +26.8% |
| Q4 2020 | $663,000 | – | 15,076 | – | 0.53% | – |
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% |