UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 232 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$818,240
-2.7%
12,785
-6.4%
0.01%0.0%
Q1 2024$840,684
+27.0%
13,663
+15.4%
0.01%
+40.0%
Q4 2023$662,080
+7.8%
11,844
-3.1%
0.01%
+25.0%
Q3 2023$614,429
-10.6%
12,225
-7.4%
0.00%0.0%
Q2 2023$687,644
+23.8%
13,196
+14.4%
0.00%
+33.3%
Q1 2023$555,266
-5.4%
11,532
-11.6%
0.00%0.0%
Q4 2022$586,810
-6.6%
13,046
-12.8%
0.00%
-25.0%
Q3 2022$628,000
+0.2%
14,962
+5.8%
0.00%
+33.3%
Q2 2022$627,000
-16.5%
14,1360.0%0.00%
-25.0%
Q1 2022$751,000
+7.3%
14,136
+12.8%
0.00%
+33.3%
Q4 2021$700,000
+11.3%
12,535
+0.6%
0.00%0.0%
Q3 2021$629,000
+30.8%
12,462
+30.3%
0.00%
+50.0%
Q2 2021$481,000
+136.9%
9,566
+77.9%
0.00%
+100.0%
Q4 2019$203,000
-10.2%
5,376
-17.3%
0.00%
-50.0%
Q3 2019$226,000
-19.9%
6,499
-20.5%
0.00%0.0%
Q2 2019$282,0008,1700.00%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,601,302$58,047,00030.92%
Private Wealth Group, LLC 827,111$29,983,00024.62%
AFFINIA FINANCIAL GROUP, LLC 773,091$28,025,00023.13%
Stadion Money Management, LLC 14,531,579$526,770,00021.49%
O'Dell Group, LLC 825,895$29,939,00015.69%
Clear Perspective Advisors, LLC 737,372$26,730,00014.58%
Wealthcare Advisory Partners LLC 3,225,381$116,920,00014.57%
Detalus Advisors, LLC 515,312$18,680,00014.44%
Compass Ion Advisors, LLC 440,128$15,955,00014.23%
AlphaStar Capital Management, LLC 1,475,031$55,756,00011.91%
View complete list of SPDR SER TR shareholders