SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,648,131 | +27.2% | 32,792 | +31.8% | 0.06% | +31.2% |
| Q2 2023 | $1,296,009 | +20.6% | 24,871 | +11.4% | 0.05% | +14.3% |
| Q1 2023 | $1,074,583 | +516526.4% | 22,317 | +382.7% | 0.04% | +250.0% |
| Q4 2022 | $208 | -99.9% | 4,623 | +4.7% | 0.01% | +9.1% |
| Q3 2022 | $185,000 | -15.5% | 4,415 | -10.6% | 0.01% | +22.2% |
| Q2 2022 | $219,000 | -6.8% | 4,941 | +11.6% | 0.01% | +50.0% |
| Q1 2022 | $235,000 | -6.0% | 4,427 | -1.1% | 0.01% | 0.0% |
| Q4 2021 | $250,000 | -4.6% | 4,478 | -13.7% | 0.01% | -14.3% |
| Q3 2021 | $262,000 | +0.4% | 5,187 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $261,000 | -18.2% | 5,184 | -29.1% | 0.01% | -12.5% |
| Q1 2021 | $319,000 | – | 7,311 | – | 0.01% | – |
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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% |