IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$20,448,330
-35.4%
406,718
-45.8%
0.92%
+32.2%
Q2 2023$31,629,714
+163.4%
750,160
+101.2%
0.70%
+32.9%
Q1 2023$12,008,972
+66167.4%
372,907
-33.3%
0.52%
+8.1%
Q4 2022$18,122
-99.9%
559,124
-13.1%
0.48%
-11.4%
Q3 2022$20,947,000
+5.8%
643,309
+5.2%
0.55%
-12.4%
Q2 2022$19,790,000
-38.2%
611,319
-38.2%
0.62%
+56.1%
Q1 2022$32,028,000
+49.4%
989,491
+158.1%
0.40%
-4.8%
Q4 2021$21,441,000
+23.0%
383,349
+11.2%
0.42%
+20.1%
Q3 2021$17,428,000
+15.6%
344,696
+15.0%
0.35%
+11.9%
Q2 2021$15,082,000
+37.3%
299,732
+27.3%
0.31%
+45.8%
Q1 2021$10,982,000
+45.3%
235,455
+37.0%
0.21%
-30.1%
Q4 2020$7,559,000
+4.6%
171,826
-6.5%
0.31%
-29.0%
Q3 2020$7,224,000
+60.7%
183,748
+46.4%
0.43%
+21.1%
Q2 2020$4,495,000
+42.8%
125,471
+22.3%
0.36%
+11.9%
Q1 2020$3,147,000
-45.0%
102,593
-32.0%
0.32%
-26.0%
Q4 2019$5,721,000
-16.9%
150,909
-24.0%
0.43%
-6.7%
Q3 2019$6,882,000
+444.0%
198,557
+420.9%
0.46%
+166.5%
Q1 2019$1,265,000
+2.7%
38,116
-10.5%
0.17%
+130.7%
Q4 2018$1,232,000
+114.3%
42,602
+152.6%
0.08%
+226.1%
Q3 2018$575,000
+61.5%
16,867
+51.2%
0.02%
+53.3%
Q2 2018$356,000
+3136.4%
11,157
+3210.7%
0.02%
Q1 2018$11,0000.0%3370.0%0.00%
Q4 2017$11,000
-99.1%
337
-99.1%
0.00%
-100.0%
Q1 2016$1,265,00038,1160.17%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,007,617$50,713,00033.55%
Peterson Wealth Advisors, LLC 1,864,845$93,858,00033.29%
New Perspectives, Inc 750,902$37,793,00029.35%
Stadion Money Management, LLC 11,555,716$581,599,00029.32%
AFFINIA FINANCIAL GROUP, LLC 791,974$40,882,00024.64%
Brown Financial Advisory 560,543$28,212,00023.52%
CCG WEALTH MANAGEMENT, LLC 407,760$20,523,00015.94%
Lloyd Advisory Services, LLC. 624,763$31,449,00015.89%
Clear Perspective Advisors, LLC 844,100$42,484,00014.75%
KWB Wealth 1,473,254$68,668,00013.17%
View complete list of SPDR SER TR shareholders