Berkeley Capital Partners, 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
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 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