Schneider Downs Wealth Management Advisors, LP - SPDR SER TR ownership

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SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 455 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.33 and the average weighting 1.5%.

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Quarter-by-quarter ownership
Schneider Downs Wealth Management Advisors, LP ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,675,371
-3.5%
33,334
+0.1%
0.39%
-2.3%
Q2 2023$1,736,045
+7.7%
33,315
-0.5%
0.40%
+19.9%
Q1 2023$1,611,388
+3.2%
33,466
-3.6%
0.33%
-3.2%
Q4 2022$1,561,211
+7.2%
34,7090.0%0.34%
-19.9%
Q3 2022$1,457,000
-5.3%
34,7090.0%0.43%
-0.7%
Q2 2022$1,539,000
-16.6%
34,709
-0.1%
0.43%
-8.5%
Q1 2022$1,845,000
-3.2%
34,727
+1.7%
0.47%
+3.3%
Q4 2021$1,906,000
+19.7%
34,142
+8.2%
0.46%
+10.7%
Q3 2021$1,592,000
+0.3%
31,5540.0%0.41%0.0%
Q2 2021$1,588,000
+8.0%
31,5540.0%0.41%
+14.2%
Q1 2021$1,471,000
+6.1%
31,5540.0%0.36%
-6.7%
Q4 2020$1,387,000
+21.8%
31,554
+9.0%
0.39%
+1.0%
Q3 2020$1,139,000
+8.6%
28,9440.0%0.38%
+6.7%
Q2 2020$1,049,000
+0.1%
28,944
-16.5%
0.36%
-6.8%
Q1 2020$1,048,000–34,647–0.38%–
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Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders