Stratos Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,655,123
+0.9%
52,827
+4.6%
0.18%
-6.4%
Q2 2023$2,631,617
+13.9%
50,501
+5.2%
0.19%
+5.1%
Q1 2023$2,310,580
-23.4%
47,987
-28.5%
0.18%
-29.4%
Q4 2022$3,017,572
-24.4%
67,086
-29.4%
0.25%
-40.0%
Q3 2022$3,991,000
-37.1%
95,037
-33.6%
0.42%
-27.0%
Q2 2022$6,344,000
-46.8%
143,079
-36.3%
0.58%
-40.7%
Q1 2022$11,934,000
+19.2%
224,622
+25.3%
0.97%
+34.4%
Q4 2021$10,012,000
+20.0%
179,337
+8.5%
0.72%
+1.1%
Q3 2021$8,340,000
+1.4%
165,278
+1.1%
0.71%
-2.1%
Q2 2021$8,226,000
+15.1%
163,442
+6.6%
0.73%
-4.0%
Q1 2021$7,144,000
+17.1%
153,276
+10.4%
0.76%
-9.9%
Q4 2020$6,102,000
+51.4%
138,804
+35.5%
0.84%
-14.4%
Q3 2020$4,030,000
+18.6%
102,419
+9.3%
0.98%
-5.7%
Q2 2020$3,397,000
+18772.2%
93,699
+15387.4%
1.04%
+7907.7%
Q1 2020$18,0006050.01%
Other shareholders
SPDR SER TR shareholders Q1 2023
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