Castleview Partners, LLC - 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
Castleview Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$89,061
-2.3%
1,772
+1.3%
0.08%0.0%
Q2 2023$91,140
+7.6%
1,749
-0.5%
0.08%
+9.3%
Q1 2023$84,696
+11.2%
1,758
+3.8%
0.08%
+1.4%
Q4 2022$76,196
+12.1%
1,694
+4.3%
0.07%
+13.8%
Q3 2022$68,000
-99.2%
1,624
+1363.1%
0.06%
+828.6%
Q2 2022$8,244,000
+8487.5%
111
-93.9%
0.01%
-88.3%
Q1 2022$96,000
-96.0%
1,819
-98.6%
0.06%
+215.8%
Q4 2021$2,371,000
+1709.9%
132,372
+4979.5%
0.02%
-66.7%
Q2 2021$131,0002,6060.06%
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