GOULD ASSET MANAGEMENT LLC /CA/ - SPDR SER TR ownership

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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$1,660,000
+8.1%
43,891
-0.4%
0.55%
+1.5%
Q3 2019$1,535,000
-1.0%
44,056
-1.9%
0.54%
-3.0%
Q2 2019$1,551,000
+4.0%
44,9060.0%0.56%
+0.4%
Q1 2019$1,492,000
+17.9%
44,906
+3.7%
0.56%
+6.1%
Q4 2018$1,265,00043,3060.53%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders