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 | $5,321,189 | +3.1% | 108,907 | +13.0% | 4.81% | +10.3% |
| Q2 2023 | $5,161,136 | +20.0% | 96,362 | +7.0% | 4.36% | -1.0% |
| Q1 2023 | $4,299,730 | -6.3% | 90,047 | -9.9% | 4.40% | -15.4% |
| Q4 2022 | $4,590,364 | -1.5% | 99,943 | -2.9% | 5.20% | -7.2% |
| Q3 2022 | $4,660,000 | +18.0% | 102,966 | +21.1% | 5.61% | +13.9% |
| Q2 2022 | $3,949,000 | -11.6% | 85,055 | +1.2% | 4.92% | -7.7% |
| Q1 2022 | $4,467,000 | +3.9% | 84,083 | +9.2% | 5.33% | +8.1% |
| Q4 2021 | $4,298,000 | – | 76,987 | – | 4.93% | – |
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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% |