Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
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 Q2 2021
NameSharesValueWeighting ↓
Brown Financial Advisory 835,141$41,974,18737.20%
Peterson Wealth Advisors, LLC 2,437,183$122,492,81532.91%
Stadion Money Management, LLC 7,672,062$385,597,83631.90%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,962,794$986,50031.06%
West Wealth Group, LLC 1,350,386$67,870,42329.62%
Spectrum Planning & Advisory Services Inc. 347,121$17,446,30727.51%
Tennessee Valley Asset Management Partners 1,590,337$79,930,36126.26%
CCG WEALTH MANAGEMENT, LLC 794,136$39,913,27626.13%
Detalus Advisors, LLC 945,462$47,518,93122.28%
Buttonwood Financial Group, LLC 609,539$29,928,34721.84%
View complete list of SPDR SER TR shareholders