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 | $940,114 | -3.6% | 18,705 | -0.0% | 0.22% | -1.4% |
| Q2 2023 | $974,978 | +6.9% | 18,710 | -1.2% | 0.22% | +1.9% |
| Q1 2023 | $911,768 | +13.6% | 18,936 | +5.7% | 0.21% | -23.8% |
| Q4 2022 | $802,286 | +3.4% | 17,916 | -3.1% | 0.28% | -7.9% |
| Q3 2022 | $776,000 | -11.0% | 18,489 | +3.3% | 0.30% | +3.0% |
| Q2 2022 | $872,000 | -13.7% | 17,901 | -5.8% | 0.30% | -2.3% |
| Q1 2022 | $1,010,000 | +3.8% | 19,002 | +9.0% | 0.30% | +5.6% |
| Q4 2021 | $973,000 | +2.1% | 17,428 | +0.4% | 0.29% | +0.7% |
| Q3 2021 | $953,000 | +29.1% | 17,352 | +20.9% | 0.28% | +23.4% |
| Q2 2021 | $738,000 | +36.9% | 14,352 | +30.6% | 0.23% | +35.1% |
| Q1 2021 | $539,000 | +12.3% | 10,988 | +0.6% | 0.17% | -6.0% |
| Q4 2020 | $480,000 | – | 10,927 | – | 0.18% | – |
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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% |