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 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.

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 Q3 2021
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