Asset Dedication, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 174 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$675,136
+101577.1%
10,549
-2.7%
0.05%
-6.0%
Q1 2024$664
+8.7%
10,838
-0.6%
0.05%0.0%
Q4 2023$611
+21.0%
10,908
+9.3%
0.05%
+16.3%
Q3 2023$505
-19.2%
9,977
-16.9%
0.04%
-18.9%
Q2 2023$625
-1.7%
11,999
-8.6%
0.05%
-10.2%
Q1 2023$636
+8.7%
13,131
+1.5%
0.06%0.0%
Q4 2022$585
-99.9%
12,933
-1.8%
0.06%
-3.3%
Q3 2022$553,000
+23.2%
13,169
+29.7%
0.06%
-9.0%
Q2 2022$449,000
-27.1%
10,156
-12.5%
0.07%
-2.9%
Q1 2022$616,000
-15.0%
11,602
-10.4%
0.07%
-20.7%
Q4 2021$725,000
+10.9%
12,951
-0.1%
0.09%
+1.2%
Q3 2021$654,000
+0.3%
12,962
+0.1%
0.09%
-11.3%
Q2 2021$652,000
+5.8%
12,952
-2.0%
0.10%
-30.2%
Q1 2021$616,000
+6.0%
13,223
-0.5%
0.14%
+19.8%
Q4 2020$581,000
+11.5%
13,2890.0%0.12%
+0.9%
Q3 2020$521,000
-60.2%
13,289
-63.3%
0.12%
-67.8%
Q2 2020$1,310,000
+27.8%
36,171
+6.6%
0.36%
+17.0%
Q1 2020$1,025,000
+306.7%
33,916
+407.0%
0.30%
+329.6%
Q4 2019$252,000
+9.1%
6,690
+0.6%
0.07%
-7.8%
Q3 2019$231,000
+10.0%
6,647
+8.7%
0.08%
+13.2%
Q2 2019$210,000
+30.4%
6,115
+26.0%
0.07%
+21.4%
Q1 2019$161,000
-21.1%
4,854
-30.1%
0.06%
-33.3%
Q4 2018$204,000
+155.0%
6,946
+194.3%
0.08%
+180.0%
Q3 2018$80,000
+48.1%
2,360
+40.2%
0.03%
+66.7%
Q2 2018$54,000
+74.2%
1,683
+63.9%
0.02%
+20.0%
Q1 2018$31,000
-55.1%
1,027
-52.6%
0.02%
-46.4%
Q4 2017$69,0002,1670.03%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 805,362$33,812,00035.15%
Peterson Wealth Advisors, LLC 2,257,989$94,813,00031.84%
Stadion Money Management, LLC 8,631,931$362,455,00031.27%
Brown Financial Advisory 771,603$32,400,00031.10%
AFFINIA FINANCIAL GROUP, LLC 611,635$25,646,00028.94%
New Perspectives, Inc 764,433$32,09927.64%
West Wealth Group, LLC 1,120,058$47,031,00023.85%
Lloyd Advisory Services, LLC. 749,223$31,460,00022.97%
CCG WEALTH MANAGEMENT, LLC 716,269$30,076,00018.36%
Crown Wealth Group, LLC 408,788$17,165,00017.60%
View complete list of SPDR SER TR shareholders