SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $18,786 | +25.7% | 372,771 | +28.5% | 0.04% | +32.4% |
Q2 2023 | $14,947 | +10.6% | 290,106 | +2.0% | 0.03% | +3.0% |
Q1 2023 | $13,515 | +28.5% | 284,540 | +22.0% | 0.03% | +22.2% |
Q4 2022 | $10,516 | -99.9% | 233,277 | -16.3% | 0.03% | -18.2% |
Q3 2022 | $11,885,000 | -35.4% | 278,602 | -32.9% | 0.03% | -32.7% |
Q2 2022 | $18,411,000 | -47.2% | 415,225 | -36.7% | 0.05% | -27.9% |
Q1 2022 | $34,843,000 | -23.2% | 655,812 | -27.2% | 0.07% | -22.7% |
Q4 2021 | $45,370,000 | +18.1% | 901,454 | +18.4% | 0.09% | +12.8% |
Q3 2021 | $38,412,000 | -15.3% | 761,232 | -15.6% | 0.08% | -15.2% |
Q2 2021 | $45,370,000 | +23.8% | 901,454 | +14.6% | 0.09% | +13.6% |
Q1 2021 | $36,660,000 | +2603.5% | 786,537 | +2450.0% | 0.08% | +2600.0% |
Q4 2020 | $1,356,000 | +13.3% | 30,845 | +1.4% | 0.00% | 0.0% |
Q3 2020 | $1,197,000 | -9.5% | 30,424 | -30.4% | 0.00% | -25.0% |
Q2 2020 | $1,322,000 | 0.0% | 43,689 | 0.0% | 0.00% | -20.0% |
Q1 2020 | $1,322,000 | -13.9% | 43,689 | +7.6% | 0.01% | +25.0% |
Q4 2019 | $1,536,000 | – | 40,612 | – | 0.00% | – |
Download |
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% |