Frontier Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$2,977,000
+84.4%
67,132
+114.4%
0.22%
+980.0%
Q1 2022$1,614,000
-49.2%
31,317
-44.9%
0.02%
-90.4%
Q4 2021$3,175,000
-0.6%
56,865
-10.2%
0.21%
-5.4%
Q3 2021$3,195,000
-7.0%
63,315
-7.2%
0.22%
-7.9%
Q2 2021$3,435,000
+17.0%
68,253
+8.4%
0.24%
+6.7%
Q1 2021$2,936,000
+8.9%
62,992
+2.7%
0.22%
+1.8%
Q4 2020$2,696,000
+9.2%
61,318
-2.2%
0.22%
-2.2%
Q3 2020$2,468,000
+8.1%
62,707
-0.4%
0.23%
+7.6%
Q2 2020$2,283,000
-0.7%
62,988
-17.1%
0.21%
-44.0%
Q1 2020$2,299,000
+545.8%
76,007
+706.9%
0.38%
+557.9%
Q4 2019$356,000
-89.2%
9,420
-90.3%
0.06%
-82.0%
Q3 2018$3,306,000
+34.9%
97,030
+26.2%
0.32%
-10.0%
Q2 2018$2,451,00076,8830.35%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders