SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $381,924 | +6.4% | 8,491 | -0.6% | 0.24% | -1.7% |
| Q3 2022 | $359,000 | -5.3% | 8,546 | -0.0% | 0.24% | +0.8% |
| Q2 2022 | $379,000 | -16.3% | 8,549 | +0.2% | 0.24% | +3.4% |
| Q1 2022 | $453,000 | -8.3% | 8,529 | -3.6% | 0.23% | -3.3% |
| Q4 2021 | $494,000 | +11.0% | 8,843 | +0.2% | 0.24% | +6.2% |
| Q3 2021 | $445,000 | +0.2% | 8,825 | +0.0% | 0.23% | +12.4% |
| Q2 2021 | $444,000 | -66.6% | 8,822 | -69.1% | 0.20% | -70.0% |
| Q1 2021 | $1,331,000 | -20.1% | 28,560 | -24.6% | 0.67% | -34.8% |
| Q4 2020 | $1,665,000 | – | 37,883 | – | 1.03% | – |
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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% |