NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$0
-100.0%
0
-100.0%
0.00%
Q4 2023$2,180
-97.0%
39
-97.3%
0.00%
-100.0%
Q3 2023$73,028
-0.9%
1,453
+2.8%
0.01%0.0%
Q2 2023$73,684
+8.2%
1,4140.0%0.01%0.0%
Q1 2023$68,084
+15.4%
1,4140.0%0.01%
+14.3%
Q3 2022$59,0001,4140.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 805,362$33,812,00035.15%
Peterson Wealth Advisors, LLC 2,257,989$94,813,00031.84%
Stadion Money Management, LLC 8,631,931$362,455,00031.27%
Brown Financial Advisory 771,603$32,400,00031.10%
AFFINIA FINANCIAL GROUP, LLC 611,635$25,646,00028.94%
New Perspectives, Inc 764,433$32,09927.64%
West Wealth Group, LLC 1,120,058$47,031,00023.85%
Lloyd Advisory Services, LLC. 749,223$31,460,00022.97%
CCG WEALTH MANAGEMENT, LLC 716,269$30,076,00018.36%
Crown Wealth Group, LLC 408,788$17,165,00017.60%
View complete list of SPDR SER TR shareholders