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 | $600,213 | -42.9% | 12,054 | -40.2% | 0.00% | -50.0% |
| Q2 2023 | $1,050,704 | +429.5% | 20,158 | +388.8% | 0.00% | – |
| Q1 2023 | $198,447 | -37.5% | 4,124 | -41.6% | 0.00% | -100.0% |
| Q4 2022 | $317,418 | -17.1% | 7,060 | -23.0% | 0.00% | -50.0% |
| Q3 2022 | $383,000 | -25.0% | 9,170 | -20.5% | 0.00% | 0.0% |
| Q2 2022 | $511,000 | -52.9% | 11,528 | -43.6% | 0.00% | -33.3% |
| Q1 2022 | $1,086,000 | +10.4% | 20,446 | +16.0% | 0.00% | 0.0% |
| Q4 2021 | $984,000 | – | 17,630 | – | 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% |