Berkeley Capital Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 421 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 29.06 and the average weighting 1.5%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$750,000
+10.9%
14,119
+16.6%
0.30%
+7.6%
Q4 2021$676,000
+24.7%
12,108
+12.8%
0.28%
+11.2%
Q3 2021$542,000
+76.0%
10,735
+75.2%
0.25%
+82.5%
Q2 2021$308,000
-56.7%
6,126
-62.1%
0.14%
-62.5%
Q4 2020$711,00016,1720.36%
Other shareholders
SPDR SER TR shareholders Q4 2020
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