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 | $67,870,423 | +21.4% | 1,350,386 | +25.8% | 29.62% | +25.2% |
| Q2 2023 | $55,924,238 | +9.7% | 1,073,196 | +1.3% | 23.66% | +0.2% |
| Q1 2023 | $50,995,615 | +7.7% | 1,059,099 | +0.6% | 23.61% | +0.3% |
| Q4 2022 | $47,333,702 | +0.6% | 1,052,328 | -6.0% | 23.53% | -1.3% |
| Q3 2022 | $47,031,000 | -5.4% | 1,120,058 | -0.1% | 23.85% | +3.5% |
| Q2 2022 | $49,723,000 | -15.5% | 1,121,405 | +1.2% | 23.04% | -1.4% |
| Q1 2022 | $58,850,000 | +36.3% | 1,107,675 | +43.3% | 23.38% | +43.9% |
| Q4 2021 | $43,165,000 | – | 773,161 | – | 16.24% | – |
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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% |