NATIONS FINANCIAL GROUP INC, /IA/ /ADV - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,263,708
+5.5%
25,143
+9.4%
0.13%
+7.6%
Q2 2023$1,197,633
+16.5%
22,982
+7.6%
0.12%
+9.3%
Q1 2023$1,028,126
+12.4%
21,352
+5.0%
0.11%
+4.9%
Q4 2022$914,382
+7.7%
20,328
+0.5%
0.10%
-16.3%
Q3 2022$849,000
-5.0%
20,225
+0.3%
0.12%
+2.5%
Q2 2022$894,000
-60.7%
20,171
-52.9%
0.12%
-56.0%
Q1 2022$2,275,000
-2.8%
42,828
+2.1%
0.27%
-11.4%
Q4 2021$2,341,000
+9.6%
41,935
-0.9%
0.31%
-4.9%
Q3 2021$2,135,000
+0.4%
42,312
+0.1%
0.32%
-9.0%
Q2 2021$2,127,000
-4.1%
42,268
-11.1%
0.36%
-29.5%
Q1 2021$2,217,000
-2.2%
47,561
-7.8%
0.50%
-15.4%
Q4 2020$2,267,000
-25.7%
51,580
-33.5%
0.60%
-37.0%
Q3 2020$3,052,000
+1.0%
77,561
-6.9%
0.95%
-11.7%
Q2 2020$3,021,000
+22.9%
83,336
+2.6%
1.07%
+2.3%
Q1 2020$2,458,000
-17.0%
81,253
+3.7%
1.05%
+2.6%
Q4 2019$2,963,000
+9.9%
78,338
+3.4%
1.02%
+5.4%
Q3 2019$2,697,00075,7700.97%
Other shareholders
SPDR SER TR shareholders Q1 2022
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