SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,676 | -10.7% | 4,908 | -7.4% | 0.16% | -17.3% |
| Q2 2023 | $276,183 | +8.2% | 5,300 | 0.0% | 0.19% | +1.1% |
| Q1 2023 | $255,195 | +7.0% | 5,300 | 0.0% | 0.19% | -16.4% |
| Q4 2022 | $238,394 | +6.9% | 5,300 | 0.0% | 0.23% | -11.7% |
| Q3 2022 | $223,000 | -5.1% | 5,300 | 0.0% | 0.26% | +0.8% |
| Q2 2022 | $235,000 | -16.7% | 5,300 | 0.0% | 0.25% | -15.6% |
| Q1 2022 | $282,000 | -4.7% | 5,300 | 0.0% | 0.30% | -3.8% |
| Q4 2021 | $296,000 | – | 5,300 | – | 0.31% | – |
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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% |