SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,205 | -3.6% | 10,211 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $532,095 | +2.4% | 10,211 | -5.4% | 0.05% | -1.9% |
| Q1 2023 | $519,779 | +7.0% | 10,795 | 0.0% | 0.05% | +3.8% |
| Q4 2022 | $485,559 | +7.2% | 10,795 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $453,000 | -5.4% | 10,795 | 0.0% | 0.05% | +6.1% |
| Q2 2022 | $479,000 | -16.6% | 10,795 | 0.0% | 0.05% | -2.0% |
| Q1 2022 | $574,000 | -5.0% | 10,795 | -0.2% | 0.05% | -2.0% |
| Q4 2021 | $604,000 | +28.5% | 10,818 | +16.1% | 0.05% | +15.9% |
| Q3 2021 | $470,000 | +0.2% | 9,321 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $469,000 | +0.2% | 9,321 | -7.2% | 0.04% | -6.2% |
| Q1 2021 | $468,000 | -12.2% | 10,045 | -17.1% | 0.05% | -12.7% |
| Q4 2020 | $533,000 | +0.9% | 12,124 | -9.7% | 0.06% | -9.8% |
| Q3 2020 | $528,000 | -4.5% | 13,425 | -12.0% | 0.06% | -11.6% |
| Q2 2020 | $553,000 | +11.9% | 15,264 | -6.5% | 0.07% | -4.2% |
| Q1 2020 | $494,000 | -20.1% | 16,325 | -0.1% | 0.07% | -8.9% |
| Q4 2019 | $618,000 | +2.0% | 16,336 | -6.1% | 0.08% | -2.5% |
| Q3 2019 | $606,000 | -13.7% | 17,403 | -17.6% | 0.08% | -58.2% |
| Q1 2019 | $702,000 | -14.0% | 21,114 | -24.4% | 0.19% | -27.1% |
| Q4 2018 | $816,000 | -8.1% | 27,939 | +7.2% | 0.27% | -0.7% |
| Q3 2018 | $888,000 | +165.9% | 26,054 | +149.2% | 0.27% | +145.9% |
| Q2 2018 | $334,000 | +62.1% | 10,457 | +57.3% | 0.11% | +70.3% |
| Q1 2018 | $206,000 | – | 6,647 | – | 0.06% | – |
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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% |