Sowell Financial Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,821,000
+38.8%
135,722
+43.9%
0.43%
+56.2%
Q2 2023$4,915,000
+203841.9%
94,321
+88.5%
0.27%
+47.3%
Q1 2023$2,410
-51.6%
50,045
-54.8%
0.19%
-42.2%
Q4 2022$4,978
-99.9%
110,667
+33.6%
0.32%
-8.3%
Q3 2022$3,478,000
-88.4%
82,820
-87.4%
0.35%
-87.4%
Q2 2022$30,051,000
+1375.3%
656,386
+1698.7%
2.78%
+2273.5%
Q4 2021$2,037,000
+23.9%
36,492
+12.0%
0.12%
+5.4%
Q3 2021$1,644,000
+10.7%
32,574
+10.4%
0.11%
+13.3%
Q2 2021$1,485,000
-49.9%
29,510
-51.0%
0.10%
-4.9%
Q1 2021$2,967,000
+4.3%
60,212
-7.0%
0.10%
-15.6%
Q4 2020$2,845,000
-5.5%
64,714
-15.4%
0.12%
-18.7%
Q3 2020$3,011,000
+46.0%
76,516
+34.5%
0.15%
+32.7%
Q2 2020$2,063,000
+44.3%
56,901
+20.4%
0.11%
+6.6%
Q1 2020$1,430,000
-21.5%
47,260
-1.9%
0.11%
-23.7%
Q4 2019$1,822,000
+68.9%
48,188
+55.6%
0.14%
+56.2%
Q3 2019$1,079,000
+56.6%
30,965
+49.3%
0.09%
+15.6%
Q1 2019$689,000
+56.9%
20,746
+38.2%
0.08%
+24.2%
Q4 2018$439,00015,0150.06%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders