WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 252 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$78,677
-9.1%
1,565
-5.8%
0.01%
-7.7%
Q2 2023$86,552
-9.7%
1,661
-16.6%
0.01%
-13.3%
Q1 2023$95,886
-53.0%
1,991
-50.8%
0.02%
-53.1%
Q2 2021$204,000
+8.5%
4,048
+0.2%
0.03%
-5.9%
Q1 2021$188,000
-57.8%
4,041
-60.2%
0.03%
-58.5%
Q4 2020$446,000
-11.0%
10,157
-20.2%
0.08%
-53.4%
Q3 2020$501,000
-1.8%
12,726
-9.5%
0.18%
-25.1%
Q2 2020$510,000
+12.3%
14,059
-6.3%
0.24%
-15.5%
Q1 2020$454,000
+41.9%
15,012
+77.3%
0.28%
+78.2%
Q4 2019$320,000
-3.9%
8,468
-11.5%
0.16%
-11.4%
Q3 2019$333,000
+162.2%
9,565
+159.1%
0.18%
+137.8%
Q2 2019$127,000
-50.4%
3,691
-52.1%
0.07%
-48.3%
Q1 2019$256,000
+15.8%
7,703
+1.9%
0.14%
-5.3%
Q4 2018$221,000
-14.0%
7,556
+0.1%
0.15%
+2.7%
Q3 2018$257,000
+24.8%
7,550
+16.9%
0.15%
+16.7%
Q2 2018$206,000
+1187.5%
6,457
+1153.8%
0.13%
+1160.0%
Q1 2018$16,0005150.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
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