SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,191,332 | +88.3% | 83,393 | +95.3% | 0.00% | – |
| Q2 2023 | $2,225,410 | +25.8% | 42,706 | +16.2% | 0.00% | – |
| Q1 2023 | $1,769,320 | +8.8% | 36,746 | +1.6% | 0.00% | – |
| Q4 2022 | $1,626,117 | +29.1% | 36,152 | +20.5% | 0.00% | – |
| Q3 2022 | $1,260,000 | +3.4% | 29,999 | +9.2% | 0.00% | – |
| Q2 2022 | $1,218,000 | -24.8% | 27,474 | -9.9% | 0.00% | – |
| Q1 2022 | $1,620,000 | -4.8% | 30,494 | 0.0% | 0.00% | – |
| Q4 2021 | $1,702,000 | +9.6% | 30,494 | -0.9% | 0.00% | – |
| Q3 2021 | $1,553,000 | +6.2% | 30,769 | +5.9% | 0.00% | – |
| Q2 2021 | $1,463,000 | +14.7% | 29,062 | +6.2% | 0.00% | – |
| Q1 2021 | $1,275,000 | +5.8% | 27,360 | -0.2% | 0.00% | – |
| Q4 2020 | $1,205,000 | +11.9% | 27,418 | +0.2% | 0.00% | – |
| Q3 2020 | $1,077,000 | +8.6% | 27,360 | 0.0% | 0.00% | – |
| Q2 2020 | $992,000 | +19.8% | 27,360 | 0.0% | 0.00% | – |
| Q1 2020 | $828,000 | -20.0% | 27,360 | 0.0% | 0.00% | – |
| Q4 2019 | $1,035,000 | +8.6% | 27,360 | 0.0% | 0.00% | – |
| Q3 2019 | $953,000 | +0.8% | 27,360 | 0.0% | 0.00% | – |
| Q2 2019 | $945,000 | +4.0% | 27,360 | 0.0% | 0.00% | – |
| Q1 2019 | $909,000 | +13.8% | 27,360 | 0.0% | 0.00% | – |
| Q4 2018 | $799,000 | -14.3% | 27,360 | 0.0% | 0.00% | – |
| Q3 2018 | $932,000 | +6.9% | 27,360 | 0.0% | 0.00% | – |
| Q2 2018 | $872,000 | +2.5% | 27,360 | -0.5% | 0.00% | – |
| Q1 2018 | $851,000 | – | 27,508 | – | 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% |