SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,687,828 | +34.2% | 73,375 | +39.2% | 3.84% | +25.6% |
| Q2 2023 | $2,747,604 | +9.8% | 52,727 | +1.5% | 3.05% | +7.5% |
| Q1 2023 | $2,501,297 | +7.1% | 51,948 | +0.1% | 2.84% | +3.0% |
| Q4 2022 | $2,334,507 | -10.2% | 51,901 | +629.3% | 2.76% | -18.3% |
| Q3 2022 | $2,600,000 | -10.3% | 7,117 | -7.4% | 3.38% | +0.7% |
| Q2 2022 | $2,899,000 | -10.5% | 7,685 | +7.5% | 3.36% | 0.0% |
| Q1 2022 | $3,239,000 | +30.0% | 7,151 | -83.9% | 3.36% | +34.9% |
| Q4 2021 | $2,491,000 | – | 44,464 | – | 2.49% | – |
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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% |