Capital Planning Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 254 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Capital Planning Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,956,224
+7.9%
30,566
+3.7%
0.34%
+5.3%
Q1 2024$1,813,043
+10.1%
29,4660.0%0.32%
+2.3%
Q4 2023$1,647,149
+341.9%
29,466
+297.3%
0.31%
+298.7%
Q3 2023$372,728
-4.2%
7,416
-0.6%
0.08%
-1.3%
Q2 2023$388,949
+7.7%
7,464
-0.5%
0.08%
+2.6%
Q1 2023$361,221
-1.5%
7,502
-8.0%
0.08%
-11.5%
Q4 2022$366,812
+6.0%
8,155
-0.9%
0.09%
-6.5%
Q3 2022$346,000
-89.0%
8,230
-88.4%
0.09%
-88.8%
Q2 2022$3,145,000
-40.8%
70,928
-29.1%
0.83%
-26.7%
Q1 2022$5,315,000
-2.3%
100,037
+2.7%
1.14%
+9.7%
Q4 2021$5,441,000
+16.1%
97,452
+4.9%
1.04%
+6.6%
Q3 2021$4,688,000
+4.9%
92,915
+4.6%
0.97%
+6.0%
Q2 2021$4,471,000
+12.9%
88,826
+4.6%
0.92%
+3.3%
Q1 2021$3,959,000
-5.2%
84,930
-10.6%
0.89%
-13.5%
Q4 2020$4,176,000
+21.0%
94,992
+8.3%
1.03%
+8.6%
Q3 2020$3,450,000
+17.3%
87,674
+8.1%
0.94%
+8.0%
Q2 2020$2,940,000
+81.3%
81,107
+51.3%
0.88%
+44.6%
Q1 2020$1,622,000
-22.0%
53,605
-2.5%
0.60%
+11.2%
Q4 2019$2,079,000
+14.8%
54,983
+5.8%
0.54%
+3.2%
Q3 2019$1,811,00051,9670.53%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 805,362$33,812,00035.15%
Peterson Wealth Advisors, LLC 2,257,989$94,813,00031.84%
Stadion Money Management, LLC 8,631,931$362,455,00031.27%
Brown Financial Advisory 771,603$32,400,00031.10%
AFFINIA FINANCIAL GROUP, LLC 611,635$25,646,00028.94%
New Perspectives, Inc 764,433$32,09927.64%
West Wealth Group, LLC 1,120,058$47,031,00023.85%
Lloyd Advisory Services, LLC. 749,223$31,460,00022.97%
CCG WEALTH MANAGEMENT, LLC 716,269$30,076,00018.36%
Crown Wealth Group, LLC 408,788$17,165,00017.60%
View complete list of SPDR SER TR shareholders