FORTE CAPITAL LLC /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 133 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
FORTE CAPITAL LLC /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,543,294
-2.1%
30,706
+1.5%
0.24%
+4.8%
Q2 2023$1,575,772
+9.0%
30,239
+0.8%
0.23%
+2.7%
Q1 2023$1,445,096
+11.7%
30,012
+4.4%
0.22%
-0.5%
Q4 2022$1,293,378
+5.9%
28,755
-1.1%
0.22%
+0.5%
Q3 2022$1,221,000
-2.9%
29,073
+2.5%
0.22%
+0.9%
Q2 2022$1,258,000
-34.8%
28,368
-17.9%
0.22%
-10.2%
Q1 2022$1,929,0000.0%34,5500.0%0.24%
+0.4%
Q4 2021$1,929,000
+1.5%
34,550
-8.3%
0.24%
-5.4%
Q3 2021$1,900,000
+0.9%
37,659
+0.7%
0.26%0.0%
Q2 2021$1,883,000
+1.7%
37,414
-5.8%
0.26%
-10.1%
Q1 2021$1,852,000
+9.3%
39,732
+3.1%
0.29%
+9.6%
Q4 2020$1,695,000
+22.1%
38,555
+9.3%
0.26%
+2.0%
Q3 2020$1,388,000
+20.2%
35,268
+10.7%
0.26%
+5.3%
Q2 2020$1,155,000
+24.3%
31,849
+3.7%
0.24%
-24.1%
Q1 2020$929,000
-21.8%
30,707
-2.3%
0.32%
-5.0%
Q4 2019$1,188,000
+5.3%
31,414
-2.9%
0.34%
-3.4%
Q3 2019$1,128,000
+6.7%
32,358
+5.8%
0.35%
+3.6%
Q2 2019$1,057,000
+9.0%
30,589
+4.8%
0.34%
-3.4%
Q1 2019$970,000
+15.1%
29,184
+1.1%
0.35%
-0.9%
Q4 2018$843,000
-14.2%
28,876
-0.0%
0.35%
-0.6%
Q3 2018$983,000
+18.6%
28,877
+11.0%
0.35%
+9.3%
Q2 2018$829,000
+20.3%
26,009
+16.8%
0.32%
+12.5%
Q1 2018$689,00022,2590.29%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders