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 | $1,441,957 | +49.8% | 28,663 | +44.4% | 0.07% | +50.0% |
| Q1 2023 | $962,859 | +1.3% | 19,845 | -6.1% | 0.05% | +9.1% |
| Q4 2022 | $950,161 | +13.5% | 21,124 | +6.0% | 0.04% | -12.0% |
| Q3 2022 | $837,000 | +15.9% | 19,924 | +22.3% | 0.05% | +19.0% |
| Q2 2022 | $722,000 | -13.1% | 16,287 | +4.2% | 0.04% | +40.0% |
| Q1 2022 | $831,000 | +57.4% | 15,636 | +65.4% | 0.03% | +57.9% |
| Q4 2021 | $528,000 | – | 9,453 | – | 0.02% | – |
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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% |