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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $36,122,982 | +112436.2% | 803,090 | +5.1% | 27.70% | +0.2% |
| Q3 2022 | $32,099 | -99.9% | 764,433 | +1.3% | 27.64% | +1.5% |
| Q2 2022 | $33,444,542 | -14.8% | 754,275 | +2.1% | 27.24% | -3.6% |
| Q1 2022 | $39,242,000 | -1.6% | 738,605 | +3.4% | 28.27% | +0.2% |
| Q4 2021 | $39,876,000 | +2.2% | 714,239 | -7.6% | 28.21% | -2.1% |
| Q3 2021 | $39,003,000 | +3.2% | 772,941 | +2.9% | 28.80% | -1.9% |
| Q2 2021 | $37,793,000 | – | 750,902 | – | 29.35% | – |
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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% |