SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,053 | +22.5% | 15,253 | +26.8% | 0.24% | +23.2% |
| Q2 2023 | $635,791 | +30.4% | 12,030 | +18.9% | 0.20% | +17.9% |
| Q1 2023 | $487,462 | +42.3% | 10,121 | +35.3% | 0.17% | +33.3% |
| Q4 2022 | $342,447 | -51.0% | 7,482 | -53.8% | 0.13% | -56.7% |
| Q3 2022 | $699,000 | +76.5% | 16,186 | +86.6% | 0.29% | +35.3% |
| Q2 2022 | $396,000 | -10.6% | 8,674 | +4.1% | 0.22% | +8.6% |
| Q1 2022 | $443,000 | +35.1% | 8,333 | +32.5% | 0.20% | -26.1% |
| Q4 2021 | $328,000 | 0.0% | 6,289 | 0.0% | 0.27% | -6.3% |
| Q3 2021 | $328,000 | 0.0% | 6,289 | -3.4% | 0.29% | -0.7% |
| Q2 2021 | $328,000 | – | 6,512 | – | 0.29% | – |
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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% |