Kovitz Investment Group Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,695,650
-11.3%
93,427
-8.1%
0.08%
+7.7%
Q2 2023$5,295,600
+104888.1%
101,623
-3.0%
0.08%
-11.4%
Q1 2023$5,044104,7610.09%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 2,228,300$98,803,00032.61%
Brown Financial Advisory 680,146$30,158,00032.30%
AFFINIA FINANCIAL GROUP, LLC 796,715$36,418,00030.66%
Stadion Money Management, LLC 7,728,083$342,663,00027.75%
New Perspectives, Inc 754,275$33,444,54227.24%
Buttonwood Financial Group, LLC 612,547$27,160,00026.58%
Lloyd Advisory Services, LLC. 707,677$31,377,00024.43%
West Wealth Group, LLC 1,121,405$49,723,00023.04%
CCG WEALTH MANAGEMENT, LLC 743,930$32,986,00018.58%
Private Wealth Group, LLC 332,135$14,727,00018.23%
View complete list of SPDR SER TR shareholders