Dynamic Advisor Solutions LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 591 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.34 and the average weighting 1.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$35,184,165
-1.0%
700,043
+2.6%
1.66%
-9.8%
Q2 2023$35,540,472
+77.4%
682,028
+63.9%
1.84%
+57.3%
Q1 2023$20,035,193
+259.9%
416,100
+236.2%
1.17%
+208.4%
Q4 2022$5,567,471
+1069.6%
123,777
+991.8%
0.38%
+955.6%
Q3 2022$476,000
+3.7%
11,337
+38.0%
0.04%
+9.1%
Q4 2021$459,000
-70.9%
8,216
-73.8%
0.03%
-72.3%
Q3 2021$1,580,000
+514.8%
31,315
+512.3%
0.12%
+495.0%
Q2 2021$257,000
+8.0%
5,1140.0%0.02%
-9.1%
Q1 2021$238,000
-70.7%
5,114
-76.1%
0.02%
-80.2%
Q4 2019$811,000
+30.0%
21,432
+19.8%
0.11%
+14.4%
Q3 2019$624,000
+7.4%
17,894
+6.4%
0.10%
+4.3%
Q2 2019$581,000
+10.2%
16,819
+6.0%
0.09%
-6.1%
Q1 2019$527,000
+6.9%
15,864
+0.4%
0.10%
-5.7%
Q4 2018$493,00015,7970.10%
Other shareholders
SPDR SER TR shareholders Q4 2021
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