SMI Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
SMI Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$466,470
-14.0%
9,000
-25.4%
0.17%
-6.6%
Q1 2023$542,369
+2.2%
12,058
-4.6%
0.18%
+5.8%
Q4 2022$530,796
-0.0%
12,6410.0%0.17%
-0.6%
Q3 2022$531,000
-47.3%
12,641
-44.4%
0.17%
-51.8%
Q2 2022$1,007,00022,7210.36%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,007,617$50,713,00033.55%
Peterson Wealth Advisors, LLC 1,864,845$93,858,00033.29%
New Perspectives, Inc 750,902$37,793,00029.35%
Stadion Money Management, LLC 11,555,716$581,599,00029.32%
AFFINIA FINANCIAL GROUP, LLC 791,974$40,882,00024.64%
Brown Financial Advisory 560,543$28,212,00023.52%
CCG WEALTH MANAGEMENT, LLC 407,760$20,523,00015.94%
Lloyd Advisory Services, LLC. 624,763$31,449,00015.89%
Clear Perspective Advisors, LLC 844,100$42,484,00014.75%
KWB Wealth 1,473,254$68,668,00013.17%
View complete list of SPDR SER TR shareholders