Measured Wealth Private Client Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Measured Wealth Private Client Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$303,000
-10.1%
5,711
-5.5%
0.11%
-6.7%
Q4 2021$337,000
+4.7%
6,042
-5.2%
0.12%
-4.0%
Q3 2021$322,000
-0.3%
6,375
-0.6%
0.12%
+20.4%
Q2 2021$323,000
+7.0%
6,414
-1.2%
0.10%
-3.7%
Q1 2021$302,000
-42.9%
6,490
-46.0%
0.11%
-51.4%
Q4 2020$529,000
+10.2%
12,026
-1.5%
0.22%
-5.2%
Q3 2020$480,000
-2.0%
12,210
-9.6%
0.23%
-18.9%
Q2 2020$490,000
+10.6%
13,511
-7.8%
0.29%
-17.1%
Q1 2020$443,000
-23.8%
14,655
-4.7%
0.34%
-10.9%
Q4 2019$581,000
-6.7%
15,373
-14.0%
0.39%
-4.0%
Q3 2019$623,000
-74.9%
17,882
-75.1%
0.40%
-71.9%
Q2 2019$2,482,000
+9.1%
71,850
+5.0%
1.43%
+2.2%
Q1 2019$2,275,000
+49.6%
68,458
+31.5%
1.40%
+1.7%
Q4 2018$1,521,000
+20.0%
52,066
+39.9%
1.38%
+81.2%
Q3 2018$1,268,000
+57.7%
37,229
+47.4%
0.76%
+16.2%
Q2 2018$804,00025,2500.66%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,509,873$57,103,00032.64%
Wealth Enhancement & Preservation of GA, LLC 1,185,825$44,846,00022.92%
LEGG MASON, INC. 6,656$254,00018.93%
Clear Creek Financial Management, LLC 940,547$36,212,00014.23%
Walkner Condon Financial Advisors LLC 335,261$12,680,00012.22%
N.E.W. Advisory Services LLC 980,432$37,081,00012.03%
O'Dell Group, LLC 552,416$20,892,00010.48%
Financial Enhancement Group LLC 1,039,632$39,319,0009.90%
CLIENT 1ST ADVISORY GROUP, LLC 265,337$10,035,0009.89%
Executive Wealth Management, LLC 1,852,696$70,068,0009.59%
View complete list of SPDR SER TR shareholders