Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 740 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 1.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$354,375
+3.5%
7,051
+7.4%
0.01%0.0%
Q2 2023$342,273
+5.4%
6,568
-2.6%
0.01%0.0%
Q1 2023$324,757
-91.8%
6,745
-92.4%
0.01%
-92.6%
Q4 2022$3,975,108
-21.3%
88,375
-26.5%
0.07%
-27.7%
Q3 2022$5,049,000
-2.2%
120,254
+3.3%
0.09%
-1.1%
Q2 2022$5,161,000
-0.5%
116,407
+19.3%
0.10%
+18.8%
Q1 2022$5,185,000
+1356.5%
97,589
+1429.4%
0.08%
+1500.0%
Q4 2021$356,000
+30.4%
6,381
+17.8%
0.01%0.0%
Q3 2021$273,0000.0%5,419
+0.0%
0.01%0.0%
Q2 2021$273,000
-100.0%
5,418
-54.6%
0.01%0.0%
Q1 2021$555,740,000
+250233.3%
11,924
+136.4%
0.01%0.0%
Q4 2020$222,000
+9.9%
5,044
-1.9%
0.01%0.0%
Q3 2020$202,000
+8.6%
5,1410.0%0.01%0.0%
Q2 2020$186,000
+177.6%
5,141
+132.0%
0.01%
+150.0%
Q1 2020$67,000
-19.3%
2,2160.0%0.00%0.0%
Q4 2019$83,000
-23.9%
2,216
-29.8%
0.00%
-50.0%
Q3 2019$109,0000.0%3,1560.0%0.00%0.0%
Q2 2019$109,000
-72.3%
3,156
-76.6%
0.00%
-78.9%
Q4 2018$394,000
+264.8%
13,491
+327.5%
0.02%
+280.0%
Q3 2018$108,000
+6.9%
3,1560.0%0.01%
-16.7%
Q2 2018$101,000
+4.1%
3,1560.0%0.01%
-14.3%
Q1 2018$97,000
-1.0%
3,1560.0%0.01%0.0%
Q4 2017$98,0003,1560.01%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,680,878$73,891,00032.51%
Private Wealth Group, LLC 777,163$34,164,00028.45%
AFFINIA FINANCIAL GROUP, LLC 787,419$34,615,00024.05%
Stadion Money Management, LLC 13,596,575$597,705,00021.77%
Brown Financial Advisory 520,033$22,861,00020.26%
Clear Perspective Advisors, LLC 792,207$34,825,00014.23%
Detalus Advisors, LLC 498,688$21,922,00013.78%
O'Dell Group, LLC 781,310$34,346,00013.37%
CCG WEALTH MANAGEMENT, LLC 272,937$11,998,00012.65%
Wealthcare Advisory Partners LLC 3,224,579$141,752,00012.59%
View complete list of SPDR SER TR shareholders