Windsor Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.

Quarter-by-quarter ownership
Windsor Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16,884,751
-7.0%
335,948
-3.5%
5.84%
-2.7%
Q2 2023$18,146,086
+4.9%
348,227
-3.1%
6.00%
+0.9%
Q1 2023$17,303,183
+5.4%
359,360
-1.6%
5.95%
-0.5%
Q4 2022$16,423,150
+2.8%
365,121
-4.1%
5.98%
+0.1%
Q3 2022$15,979,000
-7.1%
380,555
-1.9%
5.97%
-2.5%
Q2 2022$17,197,000
-19.9%
387,853
-4.0%
6.13%
-8.3%
Q1 2022$21,472,000
-9.6%
404,148
-5.0%
6.68%
-6.7%
Q4 2021$23,749,000
+10.0%
425,381
-0.6%
7.16%
+3.5%
Q3 2021$21,585,000
+3.2%
427,772
+2.9%
6.92%
+0.1%
Q2 2021$20,917,000
+10.9%
415,615
+2.7%
6.91%
+5.8%
Q1 2021$18,861,000
+20.3%
404,675
+13.5%
6.53%
+11.7%
Q4 2020$15,672,000
+12.7%
356,529
+0.9%
5.85%
+0.7%
Q3 2020$13,908,000
+8.9%
353,460
+0.3%
5.81%
+5.6%
Q2 2020$12,769,000
+41.8%
352,275
+18.3%
5.50%
+20.7%
Q1 2020$9,008,000
-15.9%
297,812
+5.1%
4.56%
+1.2%
Q4 2019$10,716,000
+20.4%
283,355
+10.9%
4.51%
+13.5%
Q3 2019$8,900,000
+16.9%
255,400
+15.8%
3.97%
+13.5%
Q2 2019$7,616,000
+12.1%
220,507
+7.8%
3.50%
+9.1%
Q1 2019$6,796,000
+24.6%
204,519
+9.5%
3.21%
+13.8%
Q4 2018$5,453,000
-1.2%
186,691
+15.2%
2.82%
+13.2%
Q3 2018$5,521,000
+37.2%
162,073
+28.4%
2.49%
+32.9%
Q2 2018$4,024,000
+26.2%
126,237
+22.5%
1.88%
+24.8%
Q1 2018$3,188,000103,0531.50%
Other shareholders
SPDR SER TR shareholders Q1 2023
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