Fiduciary Planning LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
Fiduciary Planning LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,869,580
-38.9%
96,888
-36.6%
2.30%
-37.3%
Q2 2023$7,963,608
-10.6%
152,823
-17.4%
3.67%
-13.1%
Q1 2023$8,907,655
+109613.7%
184,998
+2.5%
4.22%
+7.2%
Q4 2022$8,119
-99.9%
180,512
+4.7%
3.94%
+5.9%
Q3 2022$7,240,000
-2.8%
172,423
+2.6%
3.72%
+0.9%
Q2 2022$7,448,000
-26.5%
167,984
-11.9%
3.68%
-33.7%
Q1 2022$10,127,000
-3.4%
190,609
+1.5%
5.56%
-5.7%
Q4 2021$10,482,000
+17.8%
187,754
+6.5%
5.90%
+24.5%
Q3 2021$8,900,000
+119.3%
176,373
+118.7%
4.74%
+35.1%
Q2 2021$4,058,00080,6353.51%
Other shareholders
SPDR SER TR shareholders Q1 2022
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