Beacon Financial Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 606 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,228,862
+27.8%
64,243
+32.5%
1.78%
+23.0%
Q2 2023$2,525,869
+13.0%
48,472
+4.4%
1.45%
+2.0%
Q1 2023$2,235,916
+21.1%
46,436
+13.2%
1.42%
+7.5%
Q4 2022$1,845,675
+8.8%
41,033
+1.6%
1.32%
+9.3%
Q3 2022$1,697,000
+2.5%
40,404
+8.3%
1.21%
+28.6%
Q2 2022$1,655,000
-19.4%
37,318
-3.5%
0.94%
-4.1%
Q1 2022$2,054,000
+27.8%
38,666
+34.3%
0.98%
+32.2%
Q4 2021$1,607,000
+29.7%
28,792
+17.3%
0.74%
+15.2%
Q3 2021$1,239,000
+2.7%
24,549
+2.4%
0.64%
-0.8%
Q2 2021$1,207,000
+16.4%
23,973
+7.8%
0.65%
+9.4%
Q1 2021$1,037,000
+7.1%
22,247
+1.0%
0.59%
-5.7%
Q4 2020$968,000
+83.0%
22,022
+63.6%
0.63%
+36.7%
Q3 2020$529,000
+98.9%
13,461
+82.8%
0.46%
+59.2%
Q2 2020$266,000
+17.7%
7,364
-1.6%
0.29%
+0.3%
Q1 2020$226,000
-3.4%
7,486
+20.7%
0.29%
+44.0%
Q4 2019$234,0006,2020.20%
Other shareholders
SPDR SER TR shareholders Q2 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