SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,572 | +68.9% | 5,085 | +75.1% | 0.08% | +77.3% |
| Q2 2023 | $151,327 | +23.8% | 2,904 | +14.4% | 0.04% | +22.2% |
| Q1 2023 | $122,205 | +9.0% | 2,538 | +1.8% | 0.04% | +9.1% |
| Q4 2022 | $112,135 | +239.8% | 2,493 | +216.4% | 0.03% | +230.0% |
| Q3 2022 | $33,000 | -2.9% | 788 | +3.7% | 0.01% | +11.1% |
| Q2 2022 | $34,000 | +161.5% | 760 | +219.3% | 0.01% | +200.0% |
| Q1 2022 | $13,000 | +116.7% | 238 | +103.4% | 0.00% | +50.0% |
| Q3 2021 | $6,000 | 0.0% | 117 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | – | 117 | – | 0.00% | – |
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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% |