Clear Perspective Advisors, 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
Clear Perspective Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$56,461,000
+33.5%
1,011,305
+20.7%
17.14%
+18.5%
Q3 2021$42,288,000
-0.5%
838,059
-0.7%
14.46%
-1.9%
Q2 2021$42,484,000
+17.3%
844,100
+8.6%
14.75%
+4.1%
Q1 2021$36,223,000
+4.0%
777,156
-1.9%
14.17%
-0.5%
Q4 2020$34,825,000
+1513.0%
792,207
-14.8%
14.23%
+1303.5%
Q3 2020$2,159,000
-91.9%
929,721
+26.1%
1.01%
-93.0%
Q2 2020$26,730,000
+38.0%
737,372
+15.2%
14.58%
+12.8%
Q1 2020$19,366,000
+32.4%
640,196
+65.5%
12.93%
+42.8%
Q4 2019$14,626,000
-35.2%
386,714
-40.6%
9.05%
-11.6%
Q3 2019$22,578,000
+108.8%
650,633
+107.9%
10.24%
+47.5%
Q2 2019$10,811,000
+79.0%
312,998
+72.2%
6.94%
+62.0%
Q1 2019$6,040,000
+421.1%
181,770
+358.3%
4.28%
+345.0%
Q4 2018$1,159,000
+162.8%
39,662
+206.4%
0.96%
+194.5%
Q3 2018$441,000
+3575.0%
12,943
+3485.3%
0.33%
+3987.5%
Q2 2018$12,000
+140.0%
361
+120.1%
0.01%
+100.0%
Q1 2018$5,0001640.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
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