WEALTHCARE CAPITAL MANAGEMENT LLC - 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
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,573,879
-8.2%
51,211
-4.9%
0.32%
-4.3%
Q2 2023$2,805,238
+6.1%
53,833
-2.0%
0.33%
+1.9%
Q1 2023$2,644,205
+12.3%
54,916
+4.9%
0.32%
+7.3%
Q4 2022$2,354,298
+31.5%
52,341
+22.8%
0.30%
+33.2%
Q3 2022$1,790,000
-8.8%
42,625
-3.6%
0.23%
+5.1%
Q2 2022$1,962,000
-12.8%
44,239
+4.4%
0.22%
-1.8%
Q1 2022$2,251,000
+19.7%
42,376
+25.9%
0.22%
+26.6%
Q4 2021$1,880,000
+10.5%
33,670
-0.2%
0.17%
+4.8%
Q3 2021$1,702,000
+3.0%
33,729
+2.7%
0.16%
+3.8%
Q2 2021$1,653,000
+13.6%
32,837
+5.2%
0.16%
+8.9%
Q1 2021$1,455,000
+29.1%
31,212
+21.7%
0.15%
+24.8%
Q4 2020$1,127,000
+4.5%
25,645
-6.4%
0.12%
-4.9%
Q3 2020$1,078,000
-19.6%
27,389
-25.9%
0.12%
-24.5%
Q2 2020$1,340,000
+34.1%
36,965
+12.0%
0.16%
+21.6%
Q1 2020$999,000
-40.8%
33,010
-26.0%
0.13%
-33.3%
Q4 2019$1,688,000
+13.1%
44,621
+4.2%
0.20%
+9.8%
Q3 2019$1,492,000
+32.9%
42,815
+31.7%
0.18%
+18.1%
Q2 2019$1,123,000
+59.3%
32,511
+53.3%
0.16%
+55.0%
Q1 2019$705,00021,2060.10%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders