Paragon Wealth Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 151 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Paragon Wealth Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2019$1,163,000
+2.0%
30,766
-5.9%
0.58%
-5.2%
Q3 2019$1,140,000
-41.9%
32,710
-42.4%
0.61%
-42.7%
Q2 2019$1,962,000
+112.6%
56,813
+104.6%
1.07%
+98.9%
Q1 2019$923,000
-41.4%
27,768
-49.0%
0.54%
-52.0%
Q4 2018$1,575,000
-18.4%
54,474
-3.8%
1.12%
-6.7%
Q3 2018$1,930,000
+81.2%
56,635
+69.5%
1.20%
+58.2%
Q2 2018$1,065,000
+53.0%
33,410
+48.5%
0.76%
+26.8%
Q1 2018$696,00022,5030.60%
Other shareholders
SPDR SER TR shareholders Q2 2018
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