SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,295,975 | +11.3% | 85,475 | +15.4% | 0.45% | +14.8% |
| Q2 2023 | $3,860,309 | -1.3% | 74,080 | -73.5% | 0.39% | +80.3% |
| Q1 2023 | $3,911,036 | +30.0% | 279,084 | +317.1% | 0.22% | +62.7% |
| Q4 2022 | $3,009,307 | +24.5% | 66,903 | +16.2% | 0.13% | -6.3% |
| Q3 2022 | $2,418,000 | -13.3% | 57,583 | -7.5% | 0.14% | -42.3% |
| Q2 2022 | $2,788,000 | -14.8% | 62,240 | +1.1% | 0.25% | +34.8% |
| Q1 2022 | $3,272,000 | -0.2% | 61,589 | +4.9% | 0.18% | -33.6% |
| Q4 2021 | $3,279,000 | -69.9% | 58,731 | -74.8% | 0.28% | -68.2% |
| Q1 2021 | $10,878,000 | -14.4% | 233,379 | -19.3% | 0.87% | -25.9% |
| Q4 2020 | $12,715,000 | – | 289,247 | – | 1.17% | – |
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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% |