Sugarloaf Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$17,861,314
-7.9%
355,378
-4.5%
4.52%
-0.5%
Q2 2023$19,390,604
+9.5%
372,109
+1.2%
4.54%
+4.3%
Q1 2023$17,706,406
+10.4%
367,734
+3.1%
4.35%
+8.0%
Q4 2022$16,044,251
+28.7%
356,697
+20.3%
4.03%
+26.2%
Q3 2022$12,471,000
-1.0%
296,479
+4.3%
3.19%
+1.2%
Q2 2022$12,599,000
+2024.6%
284,155
+2610.9%
3.16%
+2153.6%
Q1 2022$593,000
+124.6%
10,482
+121.4%
0.14%
+122.2%
Q4 2021$264,000
+153.8%
4,734
+130.5%
0.06%
+133.3%
Q3 2021$104,0002,0540.03%
Other shareholders
SPDR SER TR shareholders Q2 2022
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