Betterment LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.

Quarter-by-quarter ownership
Betterment LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,275
+66.8%
45,270
+73.0%
0.01%
+75.0%
Q2 2023$1,364
+45.4%
26,172
+34.4%
0.00%
+33.3%
Q1 2023$938
-16.7%
19,471
-22.2%
0.00%
-25.0%
Q4 2022$1,126
-99.9%
25,028
+21.4%
0.00%
+33.3%
Q3 2022$914,0000.0%20,6200.0%0.00%0.0%
Q2 2022$914,000
+200.7%
20,620
+260.8%
0.00%
+200.0%
Q1 2022$304,000
+22.6%
5,715
+28.5%
0.00%0.0%
Q4 2021$248,000
-28.9%
4,446
-56.0%
0.00%
-50.0%
Q3 2019$349,0000.0%10,1000.0%0.00%0.0%
Q2 2019$349,00010,1000.00%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Private Wealth Group, LLC 939,709$52,464,00035.56%
Peterson Wealth Advisors, LLC 2,001,845$111,763,00032.23%
Stadion Money Management, LLC 10,166,170$567,577,00029.65%
Brown Financial Advisory 595,490$33,246,00029.15%
New Perspectives, Inc 714,239$39,876,00028.21%
AFFINIA FINANCIAL GROUP, LLC 772,947$41,484,00026.97%
Clear Perspective Advisors, LLC 1,011,305$56,461,00017.14%
West Wealth Group, LLC 773,161$43,165,00016.24%
CCG WEALTH MANAGEMENT, LLC 554,249$30,944,00016.13%
Lloyd Advisory Services, LLC. 614,688$34,318,00015.82%
View complete list of SPDR SER TR shareholders