JFS WEALTH ADVISORS, 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
JFS WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$278,154
-3.4%
5,534
+0.1%
0.03%0.0%
Q2 2023$288,012
+8.4%
5,527
+0.1%
0.03%
+4.0%
Q1 2023$265,760
+7.2%
5,519
+0.1%
0.02%
+4.2%
Q4 2022$247,928
+7.3%
5,512
+0.1%
0.02%
-4.0%
Q3 2022$231,000
-5.3%
5,505
+0.2%
0.02%
-3.8%
Q2 2022$244,000
-16.4%
5,495
+0.1%
0.03%
-7.1%
Q1 2022$292,000
-4.6%
5,487
+0.1%
0.03%
-3.4%
Q4 2021$306,000
+10.5%
5,4810.0%0.03%
+3.6%
Q3 2021$277,000
+0.4%
5,4810.0%0.03%
-31.7%
Q2 2021$276,000
+8.2%
5,481
+0.1%
0.04%
-21.2%
Q1 2021$255,000
+6.2%
5,475
+0.1%
0.05%
+4.0%
Q4 2020$240,000
+17.6%
5,468
+5.6%
0.05%
+2.0%
Q3 2020$204,000
+1.5%
5,180
-6.7%
0.05%
-5.8%
Q2 2020$201,000
+22.6%
5,552
+2.5%
0.05%
+6.1%
Q1 2020$164,000
+11.6%
5,418
+39.6%
0.05%
+36.1%
Q4 2019$147,000
+8.9%
3,882
+0.2%
0.04%
+5.9%
Q3 2019$135,000
-3.6%
3,873
-4.3%
0.03%
-2.9%
Q2 2019$140,000
+4.5%
4,048
+0.2%
0.04%0.0%
Q1 2019$134,000
+13.6%
4,039
+0.2%
0.04%
+9.4%
Q4 2018$118,000
-11.9%
4,031
+2.5%
0.03%
-8.6%
Q3 2018$134,000
+605.3%
3,934
+555.7%
0.04%
+600.0%
Q2 2018$19,0006000.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
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