Institute for Wealth Management, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$209,000
-25.4%
4,722
-10.3%
0.04%
-8.9%
Q1 2022$280,000
-4.8%
5,2640.0%0.04%
-6.2%
Q4 2021$294,000
-7.3%
5,264
-16.1%
0.05%
-14.3%
Q3 2021$317,000
-0.6%
6,273
-0.9%
0.06%0.0%
Q2 2021$319,000
+7.4%
6,330
-0.7%
0.06%0.0%
Q1 2021$297,000
+5.3%
6,376
-0.6%
0.06%0.0%
Q4 2020$282,000
-24.8%
6,412
-32.7%
0.06%
-34.9%
Q3 2020$375,000
-72.0%
9,532
-74.2%
0.09%
-73.8%
Q2 2020$1,340,000
+86.4%
36,964
+55.5%
0.33%
+47.7%
Q1 2020$719,000
-16.0%
23,768
+5.0%
0.22%
+15.0%
Q4 2019$856,000
+14.6%
22,642
+5.7%
0.19%
+2.7%
Q3 2019$747,000
+7.0%
21,428
+6.0%
0.19%
+21.3%
Q2 2019$698,000
+17.7%
20,211
+13.3%
0.16%
+20.2%
Q1 2019$593,000
+26.4%
17,841
+11.1%
0.13%
-33.2%
Q4 2018$469,000
-16.4%
16,055
-2.0%
0.19%
+2.1%
Q3 2018$561,000
+11.3%
16,385
+3.4%
0.19%
+17.4%
Q2 2018$504,000
+8.4%
15,851
+5.8%
0.16%
+17.5%
Q1 2018$465,00014,9860.14%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,007,617$50,713,00033.55%
Peterson Wealth Advisors, LLC 1,864,845$93,858,00033.29%
New Perspectives, Inc 750,902$37,793,00029.35%
Stadion Money Management, LLC 11,555,716$581,599,00029.32%
AFFINIA FINANCIAL GROUP, LLC 791,974$40,882,00024.64%
Brown Financial Advisory 560,543$28,212,00023.52%
CCG WEALTH MANAGEMENT, LLC 407,760$20,523,00015.94%
Lloyd Advisory Services, LLC. 624,763$31,449,00015.89%
Clear Perspective Advisors, LLC 844,100$42,484,00014.75%
KWB Wealth 1,473,254$68,668,00013.17%
View complete list of SPDR SER TR shareholders