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 ↓
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