Transamerica Financial Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$50.0%940.0%0.00%0.0%
Q2 2023$5
-99.9%
94
-99.9%
0.00%
-99.9%
Q1 2023$8,617
+62.5%
178,943
+51.8%
1.14%
+50.9%
Q4 2022$5,303
-99.2%
117,893
+643.8%
0.76%
+670.4%
Q3 2022$666,000
-70.7%
15,850
-69.1%
0.10%
-69.6%
Q2 2022$2,275,000
+10240.9%
51,287
+8433.6%
0.32%
+6340.0%
Q2 2020$22,000
-98.0%
601
-94.8%
0.01%
-93.8%
Q4 2015$1,102,000
+1124.4%
11,471
+1048.2%
0.08%
+1057.1%
Q3 2015$90,000
-95.2%
999
-94.8%
0.01%
-94.8%
Q2 2015$1,864,000
+7.5%
19,109
+8.2%
0.13%
+10.7%
Q1 2015$1,734,00017,6580.12%
Other shareholders
SPDR SER TR shareholders Q3 2020
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