Mutual Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 211 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,204,309
+3.8%
183,134
+7.6%
0.36%
+6.8%
Q2 2023$8,866,161
+6.7%
170,143
-1.4%
0.34%
-1.5%
Q1 2023$8,307,120
+9.5%
172,526
+2.3%
0.34%
+0.3%
Q4 2022$7,588,769
+13.5%
168,714
+6.0%
0.34%
-1.2%
Q3 2022$6,686,000
-4.8%
159,230
+0.5%
0.34%
-26.0%
Q2 2022$7,026,000
-11.8%
158,453
+5.6%
0.46%
+4.3%
Q1 2022$7,969,000
+18.7%
149,988
+24.7%
0.45%
+25.6%
Q4 2021$6,716,000
+9.1%
120,291
-1.4%
0.36%
-2.5%
Q3 2021$6,157,000
+1.8%
122,020
+1.6%
0.36%
+1.4%
Q2 2021$6,047,000
+9.0%
120,152
+0.9%
0.36%
-5.5%
Q1 2021$5,548,000
-7.9%
119,028
-13.2%
0.38%
-15.2%
Q4 2020$6,026,000
+10.9%
137,082
-0.7%
0.45%
-4.9%
Q3 2020$5,432,000
+12.8%
138,036
+3.9%
0.47%
-0.4%
Q2 2020$4,817,000
+15.4%
132,874
-3.7%
0.47%
-16.4%
Q1 2020$4,175,000
-34.0%
138,025
-17.5%
0.57%
-15.9%
Q4 2019$6,330,000
+23.0%
167,365
+13.4%
0.67%
-1.0%
Q3 2019$5,145,000
+5.8%
147,647
+4.9%
0.68%
+7.6%
Q2 2019$4,863,000
+73.1%
140,796
+66.5%
0.63%
+51.9%
Q1 2019$2,810,000
+18.3%
84,567
+4.0%
0.42%
-11.1%
Q4 2018$2,376,00081,3280.47%
Other shareholders
SPDR SER TR shareholders Q1 2019
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