Heartwood Wealth Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$245,018
-3.5%
4,8750.0%0.04%0.0%
Q2 2023$254,036
+8.2%
4,8750.0%0.04%
+2.9%
Q1 2023$234,731
-74.9%
4,875
-76.5%
0.04%
-76.0%
Q4 2022$933,60520,7560.15%
Other shareholders
SPDR SER TR shareholders Q4 2023
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