SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,127 | -12.8% | 1,256 | -9.6% | 0.05% | -8.6% |
| Q2 2023 | $72,433 | +3.4% | 1,390 | -4.5% | 0.06% | 0.0% |
| Q1 2023 | $70,058 | +8.2% | 1,455 | +1.0% | 0.06% | +5.5% |
| Q4 2022 | $64,771 | +8.0% | 1,440 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $60,000 | -4.8% | 1,440 | +0.3% | 0.06% | +1.9% |
| Q2 2022 | $63,000 | -17.1% | 1,436 | 0.0% | 0.05% | -12.9% |
| Q1 2022 | $76,000 | -20.8% | 1,436 | -17.1% | 0.06% | -20.5% |
| Q4 2021 | $96,000 | – | 1,732 | – | 0.08% | – |
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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% |