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 | $8,874,624 | -0.2% | 176,574 | +3.5% | 7.25% | +3.2% |
| Q2 2023 | $8,889,080 | -7.2% | 170,583 | -14.3% | 7.02% | -13.0% |
| Q1 2023 | $9,578,961 | -7.2% | 198,940 | -13.3% | 8.07% | -13.2% |
| Q4 2022 | $10,320,706 | +6.6% | 229,451 | -0.4% | 9.30% | +0.4% |
| Q3 2022 | $9,678,000 | -6.7% | 230,474 | -1.5% | 9.26% | -9.6% |
| Q2 2022 | $10,377,000 | -25.0% | 234,023 | -10.1% | 10.25% | -5.3% |
| Q1 2022 | $13,835,000 | -6.2% | 260,393 | -1.4% | 10.82% | -10.5% |
| Q4 2021 | $14,750,000 | – | 264,196 | – | 12.08% | – |
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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% |