Patriot Financial Group Insurance Agency, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$7,831,197
+7.7%
155,814
+11.7%
1.62%
+18.2%
Q2 2023$7,270,487
-1.6%
139,522
-9.1%
1.37%
-8.6%
Q1 2023$7,391,415
+7.1%
153,508
+0.0%
1.50%
+61.5%
Q4 2022$6,901,925
+7.2%
153,444
+0.1%
0.93%
-40.8%
Q3 2022$6,436,000
+0.4%
153,284
+6.0%
1.57%
+20.4%
Q2 2022$6,413,000
-16.4%
144,631
+0.2%
1.30%
-4.7%
Q1 2022$7,671,000
+28.0%
144,377
+34.5%
1.37%
+37.1%
Q4 2021$5,994,000
+30.1%
107,358
+17.6%
1.00%
+21.9%
Q3 2021$4,607,000
+7.8%
91,305
+7.5%
0.82%
+4.6%
Q2 2021$4,274,000
+5.1%
84,911
-2.7%
0.78%
-16.2%
Q1 2021$4,068,000
+7.4%
87,288
+1.3%
0.93%
-1.9%
Q4 2020$3,789,000
+30.5%
86,185
+16.8%
0.95%
+0.5%
Q3 2020$2,904,000
+9.1%
73,806
+0.5%
0.94%
-7.2%
Q2 2020$2,662,000
+41.3%
73,425
+17.9%
1.02%
+18.2%
Q1 2020$1,884,000
+74.8%
62,276
+141.4%
0.86%
+113.1%
Q4 2019$1,078,000
+23.1%
25,802
+2.7%
0.40%
+2.5%
Q3 2019$876,000
+50.5%
25,126
+50.6%
0.39%
+57.0%
Q2 2019$582,000
+70.2%
16,680
+62.1%
0.25%
+43.4%
Q1 2019$342,000
+197.4%
10,293
+161.4%
0.18%
+130.3%
Q4 2018$115,000
-10.9%
3,938
+3.9%
0.08%
-1.3%
Q3 2018$129,0003,7900.08%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders