SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $582,966 | -23.0% | 11,599 | -26.2% | 0.44% | -17.5% |
Q1 2023 | $757,255 | +5.4% | 15,727 | -1.5% | 0.53% | +1.5% |
Q4 2022 | $718,286 | -25.8% | 15,969 | -30.7% | 0.52% | -21.1% |
Q3 2022 | $968,000 | -7.1% | 23,056 | -1.9% | 0.66% | +2.2% |
Q2 2022 | $1,042,000 | -42.9% | 23,505 | -31.6% | 0.65% | -10.6% |
Q1 2022 | $1,825,000 | -13.6% | 34,341 | -9.3% | 0.72% | -10.7% |
Q4 2021 | $2,113,000 | – | 37,852 | – | 0.81% | – |
Download |
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% |