ARGI Investment Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$3,951
-99.8%
87,847
+67.4%
0.13%
+63.6%
Q3 2022$2,203,000
-34.6%
52,471
-31.0%
0.08%
-31.2%
Q2 2022$3,370,000
+19.9%
76,011
+43.7%
0.11%
+31.8%
Q1 2022$2,811,000
-6.7%
52,911
-2.0%
0.08%
-3.4%
Q4 2021$3,013,000
+8.1%
53,966
-2.3%
0.09%0.0%
Q3 2021$2,786,000
-0.7%
55,219
-1.0%
0.09%
-3.3%
Q2 2021$2,807,000
+7.7%
55,779
-0.2%
0.09%
-2.2%
Q1 2021$2,606,000
+3.2%
55,901
-2.7%
0.09%
-5.1%
Q4 2020$2,525,000
+7.0%
57,445
-4.2%
0.10%
-7.5%
Q3 2020$2,359,000
+5.6%
59,937
-2.7%
0.11%
-0.9%
Q2 2020$2,234,000
+518.8%
61,622
+415.8%
0.11%
+435.0%
Q1 2020$361,000
-31.9%
11,947
-12.0%
0.02%
-20.0%
Q4 2019$530,000
+3.3%
13,569
-7.8%
0.02%
-3.8%
Q3 2019$513,000
-0.4%
14,723
-1.2%
0.03%
-7.1%
Q2 2019$515,000
+5.1%
14,909
+1.2%
0.03%0.0%
Q1 2019$490,000
+7.2%
14,734
-5.8%
0.03%
-3.4%
Q4 2018$457,00015,6390.03%
Other shareholders
SPDR SER TR shareholders Q1 2022
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