SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,798 | +3.9% | 13,460 | +9.6% | 0.49% | +5.9% |
| Q2 2023 | $655,463 | +22.4% | 12,277 | +9.5% | 0.46% | +12.7% |
| Q1 2023 | $535,556 | +11.9% | 11,216 | +12.4% | 0.41% | +10.9% |
| Q4 2022 | $478,530 | +4.3% | 9,976 | -8.8% | 0.37% | -8.2% |
| Q3 2022 | $459,000 | +17.4% | 10,934 | +26.6% | 0.40% | +25.7% |
| Q2 2022 | $391,000 | -40.6% | 8,636 | -35.6% | 0.32% | -38.3% |
| Q1 2022 | $658,000 | +26.8% | 13,406 | +35.5% | 0.52% | +32.2% |
| Q4 2021 | $519,000 | – | 9,891 | – | 0.39% | – |
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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% |