Windsor Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
Windsor Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$620
+3.9%
12,340
+7.7%
0.11%
+6.5%
Q2 2023$597
+22.3%
11,463
+13.2%
0.11%
+12.6%
Q1 2023$488
-100.0%
10,127
-51.0%
0.10%
-52.7%
Q1 2022$1,088,000
-5.1%
20,671
+1.3%
0.20%
-4.3%
Q4 2021$1,146,000
+8.9%
20,409
-0.9%
0.21%
-4.5%
Q3 2021$1,052,000
+0.9%
20,595
-0.6%
0.22%
-2.2%
Q2 2021$1,043,000
+4.6%
20,714
-3.1%
0.22%
-5.5%
Q1 2021$997,000
+0.9%
21,386
-4.8%
0.24%
-5.6%
Q4 2020$988,000
-10.1%
22,470
-18.5%
0.25%
-21.0%
Q3 2020$1,099,000
-16.4%
27,562
-24.0%
0.32%
-23.7%
Q2 2020$1,314,000
-5.6%
36,262
-21.2%
0.42%
-25.5%
Q1 2020$1,392,000
-17.4%
46,019
+3.2%
0.56%
-9.5%
Q4 2019$1,686,000
+43.5%
44,584
+28.3%
0.62%
+21.1%
Q3 2019$1,175,000
+116.4%
34,759
+122.6%
0.51%
+115.1%
Q2 2019$543,00015,6130.24%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders