Jackson Wealth Management, 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
Jackson Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12,990,000
-59.3%
258,449
-57.8%
1.86%
-60.4%
Q2 2023$31,933,000
+156.0%
612,794
+106.3%
4.69%
+90.8%
Q3 2022$12,475,000
+115.9%
297,092
+128.0%
2.46%
-8.2%
Q2 2022$5,777,000
-64.3%
130,281
-57.2%
2.68%
+19.3%
Q1 2022$16,166,000
-9.1%
304,281
-4.5%
2.24%
-0.3%
Q4 2021$17,783,000
+47962.2%
318,525
+1.7%
2.25%
+402.5%
Q3 2021$37,000
-99.8%
313,298
-3.3%
0.45%
-78.3%
Q2 2021$16,298,000
+16.8%
323,826
+8.2%
2.06%
-1.4%
Q1 2021$13,951,000
+8.0%
299,311
+1.9%
2.09%
+18.7%
Q4 2020$12,918,000
+9.9%
293,855
-1.7%
1.76%0.0%
Q3 2020$11,759,000
+1.5%
298,830
-6.5%
1.76%
-14.4%
Q2 2020$11,581,000
+11.9%
319,477
+6.0%
2.06%
-4.9%
Q1 2020$10,350,000
-44.5%
301,279
-37.6%
2.16%
-30.1%
Q4 2019$18,660,000
-55.3%
482,682
-60.1%
3.10%
-64.5%
Q3 2019$41,710,000
+17.0%
1,211,144
+19.4%
8.74%
+12.7%
Q2 2019$35,646,000
+62.6%
1,014,683
+53.8%
7.75%
+44.7%
Q1 2019$21,923,000
+98.8%
659,736
+70.6%
5.36%
+62.2%
Q4 2018$11,028,000
-56.9%
386,689
-48.5%
3.30%
-38.6%
Q3 2018$25,577,000
+1.9%
750,705
-0.3%
5.38%
-7.9%
Q2 2018$25,093,000
+12.2%
753,085
+4.2%
5.84%
-6.5%
Q1 2018$22,367,000
-3.0%
722,691
+0.8%
6.25%
+6.8%
Q4 2017$23,059,000717,2205.85%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,680,878$73,891,00032.51%
Private Wealth Group, LLC 777,163$34,164,00028.45%
AFFINIA FINANCIAL GROUP, LLC 787,419$34,615,00024.05%
Stadion Money Management, LLC 13,596,575$597,705,00021.77%
Brown Financial Advisory 520,033$22,861,00020.26%
Clear Perspective Advisors, LLC 792,207$34,825,00014.23%
Detalus Advisors, LLC 498,688$21,922,00013.78%
O'Dell Group, LLC 781,310$34,346,00013.37%
CCG WEALTH MANAGEMENT, LLC 272,937$11,998,00012.65%
Wealthcare Advisory Partners LLC 3,224,579$141,752,00012.59%
View complete list of SPDR SER TR shareholders