Tortoise Investment Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$542,557
+507.1%
10,795
+529.4%
0.08%
+523.1%
Q2 2023$89,369
+8.2%
1,7150.0%0.01%0.0%
Q1 2023$82,577
+7.0%
1,7150.0%0.01%
-7.1%
Q4 2022$77,141
+7.1%
1,7150.0%0.01%0.0%
Q3 2022$72,000
-5.3%
1,7150.0%0.01%
-6.7%
Q2 2022$76,000
-16.5%
1,7150.0%0.02%
-11.8%
Q1 2022$91,000
-5.2%
1,7150.0%0.02%
-5.6%
Q4 2021$96,000
+10.3%
1,7150.0%0.02%0.0%
Q3 2021$87,000
+1.2%
1,7150.0%0.02%0.0%
Q2 2021$86,000
-4.4%
1,715
-10.9%
0.02%
-10.0%
Q1 2021$90,000
+5.9%
1,9250.0%0.02%
+5.3%
Q4 2020$85,000
+11.8%
1,9250.0%0.02%0.0%
Q3 2020$76,000
+1.3%
1,925
-7.0%
0.02%0.0%
Q2 2020$75,000
+134.4%
2,070
+93.5%
0.02%
+111.1%
Q1 2020$32,000
-50.8%
1,070
-37.8%
0.01%
-40.0%
Q4 2019$65,000
+8.3%
1,7200.0%0.02%0.0%
Q3 2019$60,000
-30.2%
1,720
-31.0%
0.02%
-31.8%
Q2 2019$86,000
+3.6%
2,492
+0.2%
0.02%0.0%
Q1 2019$83,000
+167.7%
2,488
+132.5%
0.02%
+175.0%
Q4 2018$31,0001,0700.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders