Avior Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 681 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$670,896
-11.0%
13,348
-7.8%
0.04%
-8.2%
Q2 2023$754,074
-16.0%
14,470
-22.4%
0.05%
-21.0%
Q1 2023$897,866
+2.8%
18,647
-4.0%
0.06%
-6.1%
Q4 2022$873,672
-17.3%
19,423
-22.9%
0.07%
-24.1%
Q3 2022$1,057,000
-13.6%
25,193
-8.7%
0.09%
-29.3%
Q2 2022$1,223,000
-18.2%
27,583
-2.0%
0.12%
-4.7%
Q1 2022$1,495,000
-13.7%
28,140
-9.3%
0.13%
-9.8%
Q4 2021$1,732,000
+2.1%
31,027
-7.7%
0.14%
+2.1%
Q3 2021$1,696,000
-7.1%
33,628
-4.9%
0.14%
-23.5%
Q2 2021$1,825,000
-4.0%
35,379
-13.3%
0.18%
-9.9%
Q1 2021$1,902,000
+14.2%
40,823
+7.7%
0.20%
-1.0%
Q4 2020$1,666,000
+6.3%
37,904
-4.8%
0.20%
-8.1%
Q3 2020$1,567,000
+1.7%
39,824
-6.3%
0.22%
-7.5%
Q2 2020$1,541,000
+11.3%
42,523
-7.1%
0.24%
-11.7%
Q1 2020$1,384,000
-23.0%
45,771
-3.7%
0.27%
-5.2%
Q4 2019$1,797,000
+4.7%
47,535
-3.6%
0.29%
-4.3%
Q3 2019$1,717,000
+19.0%
49,289
+18.0%
0.30%
+16.2%
Q2 2019$1,443,000
+23.5%
41,775
+18.8%
0.26%
+4.4%
Q1 2019$1,168,000
+53.7%
35,153
+35.1%
0.25%
+35.5%
Q4 2018$760,000
+3.0%
26,028
+20.1%
0.18%
+15.8%
Q3 2018$738,000
+7.4%
21,666
+0.5%
0.16%
+1.9%
Q2 2018$687,000
+259.7%
21,554
+248.4%
0.16%
+252.3%
Q1 2018$191,0006,1870.04%
Other shareholders
SPDR SER TR shareholders Q4 2022
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