SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,820,000 | -52.0% | 90,984 | -36.2% | 3.13% | -43.3% |
| Q4 2021 | $7,962,000 | +11.5% | 142,622 | +0.8% | 5.52% | +10.8% |
| Q3 2021 | $7,138,000 | +179.8% | 141,462 | +179.0% | 4.98% | +168.9% |
| Q2 2021 | $2,551,000 | +13.3% | 50,705 | +4.9% | 1.85% | +4.9% |
| Q1 2021 | $2,252,000 | +1.3% | 48,331 | -4.4% | 1.77% | +11.8% |
| Q4 2020 | $2,223,000 | +16.3% | 50,569 | +4.0% | 1.58% | +11.7% |
| Q3 2020 | $1,912,000 | +278.6% | 48,602 | +248.7% | 1.41% | +250.6% |
| Q2 2020 | $505,000 | +20.0% | 13,940 | 0.0% | 0.40% | -11.2% |
| Q1 2020 | $421,000 | -94.4% | 13,940 | -93.0% | 0.45% | -91.4% |
| Q4 2019 | $7,481,000 | – | 197,811 | – | 5.30% | – |
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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% |