Chicago Partners Investment Group 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
Chicago Partners Investment Group LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,746,998
+1.6%
75,758
+8.8%
0.20%
+5.2%
Q2 2023$3,686,382
+23.3%
69,620
+13.0%
0.19%
+10.3%
Q1 2023$2,990,330
+3.0%
61,631
+3.7%
0.17%
-2.2%
Q4 2022$2,902,508
+37.4%
59,429
+25.6%
0.18%
+17.9%
Q3 2022$2,113,000
+136.4%
47,316
+156.4%
0.15%
+132.3%
Q2 2022$894,000
+30.9%
18,456
+24.6%
0.06%
+25.0%
Q1 2022$683,000
+49.1%
14,818
+67.0%
0.05%
+62.5%
Q4 2021$458,000
-5.4%
8,8720.0%0.03%
-5.9%
Q3 2021$484,000
-47.4%
8,872
-50.0%
0.03%0.0%
Q2 2021$920,000
+99.6%
17,744
+89.1%
0.03%
-10.5%
Q1 2021$461,000
+9.2%
9,3840.0%0.04%
-5.0%
Q4 2020$422,000
+22.7%
9,384
+7.7%
0.04%
-2.4%
Q3 2020$344,000
+3.9%
8,7150.0%0.04%0.0%
Q2 2020$331,000
+13.0%
8,7150.0%0.04%
-8.9%
Q1 2020$293,000
-13.6%
8,7150.0%0.04%
+7.1%
Q4 2019$339,000
+10.1%
8,7150.0%0.04%
-2.3%
Q3 2019$308,000
+0.7%
8,7150.0%0.04%
-2.3%
Q2 2019$306,000
+3.0%
8,7150.0%0.04%0.0%
Q1 2019$297,000
+12.1%
8,7150.0%0.04%
+12.8%
Q4 2018$265,0008,7150.04%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders