Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,658,471
+50.6%
152,377
+56.2%
1.49%
+57.4%
Q2 2023$5,084,984
+169399.5%
97,582
+159870.5%
0.94%
+47100.0%
Q2 2022$3,0000.0%610.0%0.00%0.0%
Q1 2022$3,000
-25.0%
61
-10.3%
0.00%0.0%
Q4 2021$4,000
+33.3%
680.0%0.00%
+100.0%
Q3 2021$3,000
-25.0%
68
-8.1%
0.00%
-50.0%
Q2 2021$4,000
+33.3%
740.0%0.00%
+100.0%
Q1 2021$3,0000.0%740.0%0.00%0.0%
Q4 2020$3,0000.0%74
+15.6%
0.00%
-50.0%
Q3 2020$3,000
+50.0%
64
+4.9%
0.00%
+100.0%
Q2 2020$2,0000.0%610.0%0.00%0.0%
Q1 2020$2,0000.0%610.0%0.00%0.0%
Q4 2019$2,000610.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders