FINANCIAL CONSULATE, INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.

Quarter-by-quarter ownership
FINANCIAL CONSULATE, INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$827,582
-56.0%
16,466
-54.3%
0.36%
-54.2%
Q2 2023$1,879,087
-4.3%
36,060
-11.6%
0.80%
+16.4%
Q1 2023$1,963,654
+5.1%
40,782
-1.8%
0.68%
+5.1%
Q4 2022$1,867,615
+6.5%
41,521
-0.6%
0.65%
-11.9%
Q3 2022$1,754,000
-16.2%
41,766
-11.5%
0.74%
-24.5%
Q2 2022$2,092,000
-15.1%
47,188
+1.7%
0.98%
+3.6%
Q1 2022$2,464,000
-5.9%
46,381
-1.1%
0.95%
+4.2%
Q4 2021$2,619,000
+23.3%
46,909
+11.4%
0.91%
+17.9%
Q3 2021$2,124,000
-2.4%
42,091
-2.7%
0.77%
-1.9%
Q2 2021$2,177,000
+8.5%
43,251
+0.5%
0.78%
-3.6%
Q1 2021$2,006,000
+2.9%
43,033
-3.0%
0.81%
-3.2%
Q4 2020$1,950,000
+15.9%
44,369
+3.8%
0.84%
+5.3%
Q3 2020$1,682,000
-2.5%
42,737
-10.2%
0.80%
-8.8%
Q2 2020$1,725,000
-1.6%
47,596
-17.9%
0.88%
-15.9%
Q1 2020$1,753,000
-54.6%
57,958
-43.2%
1.04%
-38.9%
Q4 2019$3,861,000
+68.2%
102,096
+55.0%
1.70%
+70.7%
Q3 2019$2,295,000
+3.9%
65,849
+3.0%
1.00%
+0.5%
Q2 2019$2,209,000
+153.9%
63,952
+144.4%
0.99%
+149.7%
Q1 2019$870,000
-46.9%
26,167
-53.4%
0.40%
-59.5%
Q4 2018$1,639,000
+14.0%
56,108
+33.0%
0.98%
+20.2%
Q3 2018$1,438,000
-34.8%
42,199
-39.0%
0.82%
-26.8%
Q2 2018$2,207,000
-12.0%
69,218
-14.6%
1.12%
-15.9%
Q1 2018$2,508,00081,0441.33%
Other shareholders
SPDR SER TR shareholders Q1 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