Carnegie Investment Counsel - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.

Quarter-by-quarter ownership
Carnegie Investment Counsel ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$17,079,834
+5.3%
266,873
+1.2%
0.53%
+5.3%
Q1 2024$16,219,199
+12.7%
263,598
+2.3%
0.50%
+2.2%
Q4 2023$14,397,028
+91.1%
257,557
+71.8%
0.49%
+70.9%
Q3 2023$7,534,673
+6.2%
149,913
+10.1%
0.29%
+10.3%
Q2 2023$7,094,724
+28.7%
136,148
+18.9%
0.26%
+19.1%
Q1 2023$5,513,849114,5140.22%
Other shareholders
SPDR SER TR shareholders Q2 2024
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