ARCADIA INVESTMENT MANAGEMENT CORP/MI - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.

Quarter-by-quarter ownership
ARCADIA INVESTMENT MANAGEMENT CORP/MI ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$218,631
-3.6%
4,3500.0%0.05%0.0%
Q2 2023$226,679
-10.3%
4,350
-17.1%
0.05%
-16.4%
Q1 2023$252,788
+7.0%
5,2500.0%0.06%0.0%
Q4 2022$236,145
-18.3%
5,250
-23.8%
0.06%
-21.4%
Q3 2022$289,000
-5.6%
6,8920.0%0.07%
+2.9%
Q2 2022$306,000
-16.4%
6,8920.0%0.07%
-1.4%
Q1 2022$366,000
-4.9%
6,8920.0%0.07%
+7.8%
Q4 2021$385,000
+10.6%
6,8920.0%0.06%0.0%
Q3 2021$348,000
+0.3%
6,8920.0%0.06%
-1.5%
Q2 2021$347,000
+8.1%
6,8920.0%0.06%
+1.6%
Q1 2021$321,000
+5.9%
6,8920.0%0.06%
+1.6%
Q4 2020$303,000
+11.8%
6,8920.0%0.06%
+8.6%
Q3 2020$271,000
+8.4%
6,8920.0%0.06%
-4.9%
Q2 2020$250,000
+20.2%
6,8920.0%0.06%
-3.2%
Q1 2020$208,000
-20.3%
6,8920.0%0.06%
-4.5%
Q4 2019$261,000
+8.8%
6,8920.0%0.07%0.0%
Q3 2019$240,000
+0.8%
6,8920.0%0.07%
+1.5%
Q2 2019$238,000
+3.9%
6,8920.0%0.06%
-1.5%
Q1 2019$229,000
+13.9%
6,8920.0%0.07%
-1.5%
Q4 2018$201,000
-14.5%
6,8920.0%0.07%
+8.1%
Q3 2018$235,000
+6.8%
6,8920.0%0.06%
+1.6%
Q2 2018$220,000
+3.3%
6,8920.0%0.06%
+1.7%
Q1 2018$213,000
-1.4%
6,8920.0%0.06%0.0%
Q4 2017$216,000
+6.4%
6,892
+300.0%
0.06%
-3.2%
Q3 2017$203,000
+3.6%
1,7230.0%0.06%0.0%
Q2 2017$196,000
+206.2%
1,723
+200.7%
0.06%
+210.0%
Q1 2017$64,0005730.02%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders