McKinley Carter Wealth Services, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 212 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$6,335,223
-2.4%
98,988
-6.1%
0.40%
-7.1%
Q1 2024$6,489,072
+4.6%
105,462
-5.0%
0.43%
-4.4%
Q4 2023$6,204,681
+10.2%
110,996
-1.0%
0.45%
+1.3%
Q3 2023$5,632,521
-4.1%
112,068
-0.6%
0.45%
+1.6%
Q2 2023$5,874,714
+4.1%
112,737
-3.8%
0.44%0.0%
Q1 2023$5,643,486
+1.9%
117,206
-4.8%
0.44%
-6.0%
Q4 2022$5,538,049
+24.5%
123,122
+16.2%
0.47%
+13.3%
Q3 2022$4,449,000
-6.2%
105,949
-1.0%
0.41%
-1.4%
Q2 2022$4,744,000
-17.0%
106,987
-0.5%
0.42%
-6.0%
Q1 2022$5,715,000
-7.3%
107,566
-2.5%
0.45%
-2.8%
Q4 2021$6,162,000
+8.6%
110,373
-1.9%
0.46%
-1.1%
Q3 2021$5,676,000
-1.2%
112,499
-1.5%
0.46%
-2.1%
Q2 2021$5,747,000
+0.8%
114,176
-6.6%
0.48%
-2.5%
Q1 2021$5,699,000
-39.5%
122,264
-42.9%
0.49%
-60.5%
Q4 2020$9,413,000
+96.1%
214,130
+75.6%
1.23%
+14.4%
Q3 2020$4,799,000
-9.3%
121,952
-16.5%
1.08%
-16.8%
Q2 2020$5,292,000
+18.7%
145,979
-1.0%
1.30%
-2.8%
Q1 2020$4,460,000
-35.5%
147,435
-19.3%
1.33%
-17.5%
Q4 2019$6,910,000
+4.1%
182,706
-4.1%
1.62%
-4.8%
Q3 2019$6,638,000
+42.1%
190,462
+40.8%
1.70%
+35.0%
Q2 2019$4,672,000
+6.2%
135,253
+2.1%
1.26%
+1.9%
Q1 2019$4,401,000
+21.0%
132,441
+6.4%
1.24%
+2.8%
Q4 2018$3,636,000
-9.1%
124,492
+6.1%
1.20%
+1.3%
Q3 2018$3,998,000
+14.8%
117,361
+7.4%
1.19%
+5.8%
Q2 2018$3,483,000
+14.6%
109,243
+11.2%
1.12%
+12.8%
Q1 2018$3,040,000
+16.6%
98,243
+18.0%
0.99%
+10.9%
Q4 2017$2,607,00083,2620.90%
Other shareholders
SPDR SER TR shareholders Q1 2019
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