WEALTHSOURCE PARTNERS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,569,075
+241.5%
49,301
+194.7%
0.17%
+218.9%
Q4 2022$752,396
-5.4%
16,727
-11.7%
0.05%
-10.2%
Q3 2022$795,000
-6.6%
18,942
-1.3%
0.06%
-4.8%
Q2 2022$851,000
-15.1%
19,192
+1.8%
0.06%
-8.8%
Q1 2022$1,002,000
-2.5%
18,851
+2.3%
0.07%
-17.1%
Q4 2021$1,028,000
+1.9%
18,420
-7.9%
0.08%
-6.8%
Q3 2021$1,009,000
+12.2%
19,991
+11.9%
0.09%
+10.0%
Q2 2021$899,000
+56.9%
17,866
+45.3%
0.08%
+40.4%
Q1 2021$573,000
+112.2%
12,292
+99.8%
0.06%
+83.9%
Q4 2020$270,000
-2.2%
6,152
-12.3%
0.03%
-16.2%
Q3 2020$276,000
+11.7%
7,014
+3.0%
0.04%
+2.8%
Q2 2020$247,000
+15.4%
6,807
-3.6%
0.04%
+5.9%
Q1 2020$214,000
-93.7%
7,060
-92.1%
0.03%
-92.3%
Q4 2019$3,378,000
-53.4%
89,307
-57.1%
0.44%
-59.2%
Q3 2019$7,254,000
+53.6%
208,153
+52.2%
1.09%
+46.1%
Q2 2019$4,723,000
+168.2%
136,740
+158.0%
0.74%
+86.9%
Q1 2019$1,761,000
+136.1%
53,001
+107.7%
0.40%
+85.1%
Q4 2018$746,000
-68.8%
25,523
-63.6%
0.22%
-65.6%
Q3 2018$2,392,000
+10.7%
70,206
+3.6%
0.62%
+3.6%
Q2 2018$2,161,000
+905.1%
67,790
+875.1%
0.60%
+1575.0%
Q1 2018$215,0006,9520.04%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders