SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,684 | +26.7% | 6,442 | +17.1% | 0.23% | +14.6% |
| Q1 2023 | $264,854 | -12.0% | 5,501 | -17.8% | 0.20% | -17.5% |
| Q4 2022 | $301,024 | +6.4% | 6,692 | -0.8% | 0.24% | +6.7% |
| Q3 2022 | $283,000 | -20.7% | 6,743 | -16.2% | 0.22% | -24.5% |
| Q2 2022 | $357,000 | -59.8% | 8,044 | -49.4% | 0.30% | -65.6% |
| Q1 2022 | $888,000 | 0.0% | 15,898 | 0.0% | 0.87% | 0.0% |
| Q4 2021 | $888,000 | +54.7% | 15,898 | +39.7% | 0.87% | +60.9% |
| Q3 2021 | $574,000 | -2.9% | 11,383 | -3.1% | 0.54% | -2.2% |
| Q2 2021 | $591,000 | – | 11,745 | – | 0.55% | – |
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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% |