Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$47
-6.0%
941
-2.8%
0.02%
-5.6%
Q2 2023$50
+8.7%
968
+0.4%
0.02%0.0%
Q1 2023$46
+7.0%
964
+0.3%
0.02%0.0%
Q4 2022$43
-99.9%
961
+0.5%
0.02%
+5.9%
Q3 2022$40,000
-4.8%
956
+0.4%
0.02%0.0%
Q2 2022$42,000
-19.2%
952
-2.5%
0.02%
-5.6%
Q1 2022$52,000
-3.7%
976
+0.2%
0.02%0.0%
Q4 2021$54,000
+8.0%
974
-2.0%
0.02%
+5.9%
Q3 2021$50,0000.0%994
+0.3%
0.02%
-5.6%
Q2 2021$50,000
+8.7%
991
+0.3%
0.02%0.0%
Q1 2021$46,000
+2.2%
988
-4.2%
0.02%
-5.3%
Q4 2020$45,000
+12.5%
1,031
+0.4%
0.02%
+11.8%
Q3 2020$40,000
+8.1%
1,027
+0.4%
0.02%
-5.6%
Q2 2020$37,000
+19.4%
1,023
+0.5%
0.02%
+20.0%
Q1 2020$31,000
-18.4%
1,018
+0.6%
0.02%
-16.7%
Q4 2019$38,000
+8.6%
1,012
+0.5%
0.02%0.0%
Q3 2019$35,0000.0%1,007
-0.8%
0.02%0.0%
Q2 2019$35,0001,0150.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
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