Allen Capital Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 173 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Allen Capital Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$44,098,487
-1.9%
877,757
+1.8%
7.81%
+1.6%
Q2 2023$44,940,684
+11.9%
862,420
+3.4%
7.69%
+5.4%
Q1 2023$40,165,764
+25.2%
834,180
+9.2%
7.29%
-0.9%
Q3 2022$32,076,000
-0.8%
763,905
+4.8%
7.36%
+12.3%
Q2 2022$32,320,000
+14.2%
728,913
+36.8%
6.56%
+22.6%
Q1 2022$28,309,000
-4.0%
532,822
+0.9%
5.35%
+46.1%
Q4 2021$29,483,000
+10.0%
528,092
-0.6%
3.66%
-32.0%
Q3 2021$26,813,000
+5.2%
531,379
+4.9%
5.38%
+5.3%
Q2 2021$25,484,000
+10.3%
506,335
+2.2%
5.11%
+0.7%
Q1 2021$23,099,000
-7.6%
495,580
-12.9%
5.07%
-15.8%
Q4 2020$25,005,000
+3.5%
568,804
-3.1%
6.03%
-0.5%
Q3 2020$24,150,000
-8.6%
587,008
-19.4%
6.06%
-13.5%
Q2 2020$26,416,000
+18.3%
728,707
-1.3%
7.00%
+1.8%
Q1 2020$22,339,000
+10.5%
738,487
+38.1%
6.88%
+28.8%
Q4 2019$20,220,000
+14.6%
534,641
+3.7%
5.34%
-2.1%
Q3 2019$17,641,000
+389.6%
515,677
+394.4%
5.46%
+369.0%
Q2 2019$3,603,000
+5.0%
104,311
+1.0%
1.16%
+2.5%
Q1 2019$3,433,000
+14.1%
103,303
+7.3%
1.14%
+6.8%
Q4 2018$3,008,000
+323.1%
96,238
+361.3%
1.06%
+350.4%
Q3 2018$711,000
+43.1%
20,864
+33.7%
0.24%
+29.0%
Q2 2018$497,000
-76.0%
15,602
-76.7%
0.18%
-77.2%
Q1 2018$2,069,000
+45.4%
66,875
+47.2%
0.80%
+30.4%
Q4 2017$1,423,00045,4460.62%
Other shareholders
SPDR SER TR shareholders Q3 2018
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