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 ↓
Peterson Wealth Advisors, LLC 1,509,873$57,103,00032.64%
Wealth Enhancement & Preservation of GA, LLC 1,185,825$44,846,00022.92%
LEGG MASON, INC. 6,656$254,00018.93%
Clear Creek Financial Management, LLC 940,547$36,212,00014.23%
Walkner Condon Financial Advisors LLC 335,261$12,680,00012.22%
N.E.W. Advisory Services LLC 980,432$37,081,00012.03%
O'Dell Group, LLC 552,416$20,892,00010.48%
Financial Enhancement Group LLC 1,039,632$39,319,0009.90%
CLIENT 1ST ADVISORY GROUP, LLC 265,337$10,035,0009.89%
Executive Wealth Management, LLC 1,852,696$70,068,0009.59%
View complete list of SPDR SER TR shareholders