Foundations Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 152 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$3,618,077
+24.0%
56,532
+19.2%
0.09%
+15.8%
Q1 2024$2,916,929
-5.1%
47,407
-11.2%
0.08%
-7.3%
Q4 2023$3,073,152
-23.3%
53,390
-33.0%
0.08%
-33.3%
Q3 2023$4,004,631
-12.7%
79,678
-9.4%
0.12%
-19.1%
Q2 2023$4,585,220
+253.8%
87,991
+226.9%
0.15%
+230.4%
Q1 2023$1,296,072
-6.9%
26,917
-13.0%
0.05%
-16.4%
Q4 2022$1,392,169
+431.4%
30,951
+302.9%
0.06%
-14.1%
Q3 2018$262,000
-96.2%
7,683
-96.5%
0.06%
-96.6%
Q2 2018$6,979,000218,9221.86%
Other shareholders
SPDR SER TR shareholders Q2 2018
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