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 | $254,359 | -5.7% | 5,061 | -2.2% | 0.07% | -15.9% |
Q2 2023 | $269,620 | +9.0% | 5,174 | +0.7% | 0.09% | +15.8% |
Q1 2023 | $247,379 | +7.3% | 5,138 | +0.2% | 0.08% | +13.4% |
Q4 2022 | $230,567 | +7.2% | 5,126 | -0.1% | 0.07% | +4.7% |
Q3 2022 | $215,000 | -4.4% | 5,130 | +1.3% | 0.06% | +1.6% |
Q2 2022 | $225,000 | -95.5% | 5,066 | -94.6% | 0.06% | -94.9% |
Q1 2022 | $4,957,000 | -21.6% | 93,180 | -17.2% | 1.25% | -33.6% |
Q4 2021 | $6,322,000 | +10.7% | 112,518 | -0.6% | 1.88% | -3.0% |
Q3 2021 | $5,710,000 | +1.4% | 113,159 | +1.1% | 1.93% | +2.5% |
Q2 2021 | $5,633,000 | +14.4% | 111,927 | +6.0% | 1.89% | -5.7% |
Q1 2021 | $4,923,000 | +2.3% | 105,617 | -3.5% | 2.00% | -1.3% |
Q4 2020 | $4,810,000 | – | 109,410 | – | 2.03% | – |
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% |