United Asset Strategies, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,793,079
-3.1%
194,848
+0.5%
1.27%
+0.5%
Q2 2023$10,104,883
+2715.6%
193,914
+2269.7%
1.26%
+2580.9%
Q1 2023$358,887
-95.8%
8,183
-95.7%
0.05%
-96.1%
Q4 2022$8,619,436
+13.0%
191,628
+5.5%
1.20%
+2.5%
Q3 2022$7,629,000
-5.5%
181,691
-0.2%
1.17%
-0.3%
Q2 2022$8,072,000
-24.4%
182,052
-9.4%
1.18%
-13.3%
Q1 2022$10,672,000
-6.5%
200,858
-1.8%
1.36%
-0.2%
Q4 2021$11,418,000
+21.5%
204,511
+9.8%
1.36%
+12.2%
Q3 2021$9,397,000
+38.2%
186,226
+37.8%
1.21%
+33.6%
Q2 2021$6,801,000
+18.5%
135,135
+9.7%
0.91%
+9.0%
Q1 2021$5,740,000
+6.5%
123,144
+0.4%
0.83%
-1.8%
Q4 2020$5,389,000
-7.5%
122,595
-17.2%
0.85%
-20.9%
Q3 2020$5,824,000
+9.9%
148,013
+1.2%
1.07%
+2.6%
Q2 2020$5,299,000
+16.4%
146,187
-2.9%
1.04%
-7.5%
Q1 2020$4,552,000
-20.5%
150,495
-0.6%
1.13%
+1.5%
Q4 2019$5,726,000
+61.3%
151,401
+48.6%
1.11%
+43.1%
Q3 2019$3,550,000
+48.2%
101,873
+46.9%
0.78%
+41.3%
Q2 2019$2,395,000
+30.0%
69,327
+25.0%
0.55%
+27.0%
Q1 2019$1,842,000
-44.6%
55,443
-51.3%
0.43%
-52.3%
Q4 2018$3,324,000
+895.2%
113,791
+1062.4%
0.91%
+1048.1%
Q3 2018$334,000
+12.8%
9,789
+5.5%
0.08%
+1.3%
Q2 2018$296,000
-90.9%
9,276
-91.1%
0.08%
-91.8%
Q1 2018$3,240,000
+3.4%
104,712
+4.6%
0.96%
+13.7%
Q4 2017$3,134,000100,1090.84%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders