Ellis Investment Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 356 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 1.5%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$52,000
-5.5%
1,246
+0.4%
0.01%
-6.7%
Q2 2022$55,000
-15.4%
1,241
+0.4%
0.02%0.0%
Q1 2022$65,000
-4.4%
1,236
+0.3%
0.02%
-6.2%
Q4 2021$68,000
+11.5%
1,232
+0.4%
0.02%
+6.7%
Q3 2021$61,0000.0%1,227
+0.2%
0.02%
-6.2%
Q2 2021$61,000
+7.0%
1,224
+0.3%
0.02%0.0%
Q1 2021$57,000
+7.5%
1,220
+0.4%
0.02%0.0%
Q4 2020$53,000
+12.8%
1,215
+0.4%
0.02%
-5.9%
Q3 2020$47,000
+9.3%
1,210
+0.4%
0.02%
+6.2%
Q2 2020$43,0001,2050.02%
Other shareholders
SPDR SER TR shareholders Q3 2020
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