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 | $10,205,562 | +19.2% | 203,055 | +23.6% | 7.82% | +22.5% |
| Q2 2023 | $8,561,453 | +4.7% | 164,296 | -1.8% | 6.39% | -0.0% |
| Q1 2023 | $8,177,609 | +10.0% | 167,334 | +1.3% | 6.39% | +1.8% |
| Q4 2022 | $7,433,429 | +7.2% | 165,261 | +0.0% | 6.28% | -2.6% |
| Q3 2022 | $6,936,000 | -13.4% | 165,192 | -0.4% | 6.45% | -0.8% |
| Q2 2022 | $8,013,000 | -5.0% | 165,861 | +4.4% | 6.50% | +1.8% |
| Q1 2022 | $8,437,000 | +33.8% | 158,799 | +40.6% | 6.39% | +35.4% |
| Q4 2021 | $6,305,000 | +29.2% | 112,938 | +16.5% | 4.72% | +15.5% |
| Q2 2021 | $4,880,000 | +17.3% | 96,959 | +8.7% | 4.08% | +5.5% |
| Q1 2021 | $4,159,000 | +15.7% | 89,225 | +9.1% | 3.87% | -0.4% |
| Q4 2020 | $3,595,000 | – | 81,771 | – | 3.88% | – |
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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% |