Institute for Wealth 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
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 Q4 2021
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,024,321$47,744,00034.10%
Peterson Wealth Advisors, LLC 1,734,297$80,836,00032.90%
Stadion Money Management, LLC 12,977,448$604,879,00027.35%
AFFINIA FINANCIAL GROUP, LLC 788,359$38,842,00024.21%
Brown Financial Advisory 545,558$25,428,00022.48%
CCG WEALTH MANAGEMENT, LLC 350,561$16,340,00016.10%
Lloyd Advisory Services, LLC. 622,592$29,027,00015.78%
Clear Perspective Advisors, LLC 777,156$36,223,00014.17%
Detalus Advisors, LLC 512,351$23,881,00014.08%
KWB Wealth 1,477,895$68,885,00013.16%
View complete list of SPDR SER TR shareholders