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 | $1,978,686 | +222.4% | 39,369 | +234.3% | 0.07% | +52.3% |
| Q2 2023 | $613,699 | -22.7% | 11,777 | -28.5% | 0.04% | -26.7% |
| Q1 2023 | $793,464 | +8.1% | 16,479 | +1.0% | 0.06% | -1.6% |
| Q4 2022 | $733,984 | -3.7% | 16,318 | -10.1% | 0.06% | -15.3% |
| Q3 2022 | $762,000 | -16.7% | 18,146 | -12.1% | 0.07% | -14.3% |
| Q2 2022 | $915,000 | -0.2% | 20,643 | +19.6% | 0.08% | +16.7% |
| Q1 2022 | $917,000 | +8.8% | 17,255 | +14.3% | 0.07% | +16.1% |
| Q4 2021 | $843,000 | – | 15,094 | – | 0.06% | – |
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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% |