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 | $176,061 | +30.1% | 3,503 | +24.6% | 0.11% | +25.3% |
| Q1 2023 | $135,350 | +7.0% | 2,811 | 0.0% | 0.09% | -2.2% |
| Q4 2022 | $126,439 | +7.2% | 2,811 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $118,000 | -5.6% | 2,811 | 0.0% | 0.10% | -2.1% |
| Q2 2022 | $125,000 | -16.1% | 2,811 | +0.2% | 0.10% | +7.8% |
| Q1 2022 | $149,000 | +2.8% | 2,805 | +7.8% | 0.09% | +9.8% |
| Q4 2021 | $145,000 | +10.7% | 2,603 | 0.0% | 0.08% | +3.8% |
| Q3 2021 | $131,000 | +10.1% | 2,603 | +10.1% | 0.08% | +6.8% |
| Q2 2021 | $119,000 | +8.2% | 2,365 | 0.0% | 0.07% | -3.9% |
| Q1 2021 | $110,000 | +5.8% | 2,365 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $104,000 | – | 2,365 | – | 0.08% | – |
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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% |