Cornerstone Wealth Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 303 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.9%.

Quarter-by-quarter ownership
Cornerstone Wealth Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$10,541,227
+384.5%
403,106
+453.9%
1.87%
+374.6%
Q2 2023$2,175,863
+0.8%
72,771
+4.1%
0.39%
+2.6%
Q1 2023$2,158,688
+28.5%
69,906
+20.8%
0.38%
+20.8%
Q4 2022$1,680,16957,8770.32%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 457,283$18,881,19715.41%
Strategic Wealth Investment Group, LLC 1,198,920$49,502,00014.79%
SHEPHERD KAPLAN KROCHUK, LLC 516,301$21,318,0007.83%
Intelligence Driven Advisers, LLC 661,211$27,169,0006.10%
O'Brien Wealth Partners LLC 383,012$15,738,0005.50%
Friedenthal Financial 104,828$8,398,0004.97%
Tradewinds Capital Management, LLC 656,653$27,113,0004.60%
SageGuard Financial Group, LLC 6,519$269,0004.22%
TECTONIC ADVISORS LLC 384,300$15,868,0003.11%
Nan Shan Life Insurance Co., Ltd. 4,298,000$177,464,0002.96%
View complete list of SPDR SER TR shareholders