Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 212 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$122,098,943
+14.8%
1,907,796
+10.3%
1.67%
+8.2%
Q1 2024$106,394,375
+9.9%
1,729,149
-0.2%
1.54%
-2.8%
Q4 2023$96,837,661
+7.0%
1,732,337
-3.8%
1.59%
-0.7%
Q3 2023$90,525,916
+3.5%
1,801,152
+7.3%
1.60%
+6.5%
Q2 2023$87,467,849
+208554.2%
1,678,523
+92.8%
1.50%
+73.5%
Q1 2023$41,920
+175.9%
870,619
+157.7%
0.86%
+109.2%
Q4 2022$15,196
-99.9%
337,831
+8.7%
0.41%
-1.0%
Q3 2022$13,049,000
+11.1%
310,772
+17.4%
0.42%
+13.9%
Q2 2022$11,740,000
-12.3%
264,780
+5.0%
0.37%
-10.5%
Q1 2022$13,394,000
+15.8%
252,105
+21.7%
0.41%
+18.9%
Q4 2021$11,563,000
+32.9%
207,107
+20.1%
0.34%
+21.6%
Q3 2021$8,698,000
+22.4%
172,374
+22.1%
0.28%
+12.3%
Q2 2021$7,108,000
+29.3%
141,231
+19.7%
0.25%
+11.5%
Q1 2021$5,499,000
+178.4%
117,982
+162.7%
0.23%
+143.0%
Q4 2020$1,975,000
+547.5%
44,918
+478.7%
0.09%
+389.5%
Q3 2020$305,000
-67.3%
7,762
-69.9%
0.02%
-71.6%
Q2 2020$934,000
+127.3%
25,770
+89.9%
0.07%
+76.3%
Q1 2020$411,000
-20.3%
13,572
-0.5%
0.04%
-13.6%
Q4 2019$516,000
+12.4%
13,642
+3.6%
0.04%
-15.4%
Q3 2019$459,000
+856.2%
13,171
+1.7%
0.05%
+766.7%
Q2 2019$48,000
-86.0%
12,950
+25.8%
0.01%
-89.7%
Q1 2019$342,00010,2960.06%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,601,302$58,047,00030.92%
Private Wealth Group, LLC 827,111$29,983,00024.62%
AFFINIA FINANCIAL GROUP, LLC 773,091$28,025,00023.13%
Stadion Money Management, LLC 14,531,579$526,770,00021.49%
O'Dell Group, LLC 825,895$29,939,00015.69%
Clear Perspective Advisors, LLC 737,372$26,730,00014.58%
Wealthcare Advisory Partners LLC 3,225,381$116,920,00014.57%
Detalus Advisors, LLC 515,312$18,680,00014.44%
Compass Ion Advisors, LLC 440,128$15,955,00014.23%
AlphaStar Capital Management, LLC 1,475,031$55,756,00011.91%
View complete list of SPDR SER TR shareholders