Lenox Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 611 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.8%.

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 Q1 2022
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,601,302$58,047,00030.92%
Private Wealth Group, LLC 827,111$29,983,00024.62%
AFFINIA FINANCIAL GROUP, LLC 773,091$28,025,00023.13%
Stadion Money Management, LLC 14,531,579$526,770,00021.49%
O'Dell Group, LLC 825,895$29,939,00015.69%
Clear Perspective Advisors, LLC 737,372$26,730,00014.58%
Wealthcare Advisory Partners LLC 3,225,381$116,920,00014.57%
Detalus Advisors, LLC 515,312$18,680,00014.44%
Compass Ion Advisors, LLC 440,128$15,955,00014.23%
AlphaStar Capital Management, LLC 1,475,031$55,756,00011.91%
View complete list of SPDR SER TR shareholders