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 | $2,760,380 | -4.4% | 54,922 | -0.8% | 1.13% | -0.1% |
| Q2 2023 | $2,886,373 | +2.5% | 55,390 | -5.3% | 1.13% | +1.5% |
| Q1 2023 | $2,815,379 | +15.9% | 58,471 | +8.3% | 1.11% | +0.8% |
| Q4 2022 | $2,428,560 | -19.9% | 53,992 | -25.2% | 1.10% | -24.7% |
| Q3 2022 | $3,031,000 | +0.6% | 72,172 | +6.2% | 1.46% | +2.6% |
| Q2 2022 | $3,014,000 | -0.7% | 67,982 | +8.4% | 1.43% | +5.9% |
| Q1 2022 | $3,035,000 | -5.3% | 62,698 | +9.2% | 1.35% | +4.1% |
| Q4 2021 | $3,206,000 | -20.8% | 57,430 | -28.5% | 1.29% | -20.1% |
| Q3 2021 | $4,050,000 | – | 80,267 | – | 1.62% | – |
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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% |