Compass Financial Group, Inc. - 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
Compass Financial Group, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,791,842
-2.7%
55,548
+0.9%
1.70%
-3.3%
Q2 2023$2,869,281
+106051.7%
55,062
-1.9%
1.75%
+3.4%
Q1 2023$2,703
+4.0%
56,138
-2.9%
1.70%0.0%
Q4 2022$2,599
-99.9%
57,787
+13.1%
1.70%
+4.8%
Q3 2022$2,415,000
+5.6%
51,081
-0.9%
1.62%
+11.0%
Q2 2022$2,286,000
-16.6%
51,560
-0.1%
1.46%
-11.4%
Q1 2022$2,742,000
-5.6%
51,604
-0.8%
1.64%
+13.6%
Q4 2021$2,905,000
+9.3%
52,037
-1.2%
1.45%
-0.7%
Q3 2021$2,657,000
-0.4%
52,663
-0.6%
1.46%
+6.1%
Q2 2021$2,668,000
+7.0%
53,002
-0.9%
1.37%
-2.8%
Q1 2021$2,494,000
+5.8%
53,510
-0.2%
1.41%
-0.5%
Q4 2020$2,357,000
+11.2%
53,620
-0.4%
1.42%
-7.7%
Q3 2020$2,119,000
+2.2%
53,856
-5.8%
1.54%
-11.3%
Q2 2020$2,073,000
+19.8%
57,175
-0.1%
1.74%
-16.4%
Q1 2020$1,730,000
-19.7%
57,206
+0.4%
2.08%
+6.8%
Q4 2019$2,154,000
+8.1%
56,950
-0.4%
1.94%
+2.9%
Q3 2019$1,993,000
+5.4%
57,202
+4.5%
1.89%
+4.6%
Q2 2019$1,891,000
+3.8%
54,759
-0.1%
1.81%
+0.3%
Q1 2019$1,821,000
+15.7%
54,808
+1.7%
1.80%
-0.8%
Q4 2018$1,574,000
-36.9%
53,901
-26.4%
1.82%
-33.4%
Q3 2018$2,496,000
+7.5%
73,273
+0.6%
2.73%
+1.8%
Q2 2018$2,321,000
+13.6%
72,819
+10.2%
2.68%
+10.3%
Q1 2018$2,044,000
+8.7%
66,061
+9.9%
2.43%
+26.9%
Q4 2017$1,881,00060,0941.91%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders