CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,172,092
+5.1%
23,321
+9.0%
0.00%0.0%
Q2 2023$1,115,046
+310.1%
21,398
+278.9%
0.00%
+300.0%
Q1 2023$271,894
-50.4%
5,647
-53.7%
0.00%
-66.7%
Q4 2022$548,153
-47.6%
12,187
-51.1%
0.00%
-50.0%
Q3 2022$1,047,000
+878.5%
24,927
+930.0%
0.01%
+500.0%
Q2 2022$107,000
+33.8%
2,420
+60.7%
0.00%0.0%
Q1 2022$80,000
-85.2%
1,506
-84.5%
0.00%
-75.0%
Q4 2021$542,000
+256.6%
9,715
+222.2%
0.00%
+300.0%
Q3 2021$152,0000.0%3,0150.0%0.00%0.0%
Q2 2021$152,000
+67.0%
3,015
+54.6%
0.00%0.0%
Q1 2021$91,000
+5.8%
1,9500.0%0.00%0.0%
Q4 2020$86,000
-15.7%
1,950
-30.4%
0.00%
-50.0%
Q2 2020$102,000
+25.9%
2,8000.0%0.00%0.0%
Q1 2020$81,000
-28.9%
2,800
-14.1%
0.00%
-50.0%
Q3 2019$114,000
+1.8%
3,259
+0.3%
0.00%0.0%
Q2 2019$112,000
+7.7%
3,250
+3.8%
0.00%0.0%
Q1 2019$104,000
+352.2%
3,130
+298.7%
0.00%
+300.0%
Q4 2018$23,000
-11.5%
785
+4.7%
0.00%0.0%
Q3 2018$26,000
+8.3%
7500.0%0.00%0.0%
Q2 2018$24,000
+4.3%
7500.0%0.00%0.0%
Q1 2018$23,0000.0%7500.0%0.00%0.0%
Q4 2017$23,000
-62.9%
750
-30.5%
0.00%
-66.7%
Q3 2017$62,000
+67.6%
1,079
+228.0%
0.00%
-40.0%
Q2 2017$37,000
+15.6%
3290.0%0.01%
+66.7%
Q1 2016$32,0000.0%3290.0%0.00%0.0%
Q4 2015$32,000
+6.7%
3290.0%0.00%
-25.0%
Q3 2015$30,0003290.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
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