Lenox Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 338 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.19 and the average weighting 1.6%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$44,469,000
+0.3%
844,785
+6.4%
5.57%
+5.6%
Q4 2021$44,332,000
+8.8%
794,053
-1.7%
5.28%
+0.6%
Q3 2021$40,755,000
+5.2%
807,676
+4.9%
5.24%
+5.7%
Q2 2021$38,742,000
+26.4%
769,766
+17.0%
4.96%
+18.0%
Q1 2021$30,661,000
+16.8%
657,818
+10.2%
4.20%
+12.6%
Q4 2020$26,244,000
+20.4%
596,996
+7.8%
3.73%
+13.9%
Q3 2020$21,797,000
+15.8%
553,937
+6.6%
3.28%
+9.7%
Q2 2020$18,831,000
+39.3%
519,463
+16.3%
2.98%
+18.4%
Q1 2020$13,517,000
+38.1%
446,833
+72.6%
2.52%
+65.6%
Q4 2019$9,789,000
+19.0%
258,821
+9.6%
1.52%
+11.1%
Q3 2019$8,227,000
+54.9%
236,075
+53.5%
1.37%
+47.9%
Q2 2019$5,312,000
+6300.0%
153,799
+6052.0%
0.93%
+5693.8%
Q1 2019$83,0002,5000.02%
Other shareholders
SPDR SER TR shareholders Q2 2020
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