Insight Wealth Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 489 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.41 and the average weighting 1.7%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2021$2,451,000
+18.9%
48,581
+18.6%
0.34%
+17.7%
Q2 2021$2,062,000
+35.6%
40,970
+25.6%
0.29%
+43.6%
Q1 2021$1,521,000
+221.6%
32,632
+203.1%
0.20%
+155.0%
Q4 2020$473,00010,7650.08%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders