Copperleaf Capital, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 616 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.37 and the average weighting 1.8%.

Quarter-by-quarter ownership
Copperleaf Capital, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$751,000
-86.6%
17,883
-85.9%
0.81%
-85.7%
Q2 2022$5,619,000
-15.8%
126,726
+0.9%
5.69%
-4.0%
Q1 2022$6,673,000
-0.2%
125,594
+4.8%
5.92%
+2.5%
Q4 2021$6,689,000
+5.4%
119,802
-4.7%
5.78%
-5.4%
Q3 2021$6,346,000
+55.7%
125,765
+55.3%
6.11%
+53.0%
Q2 2021$4,077,000
+7.2%
81,000
-0.7%
3.99%
-1.7%
Q1 2021$3,803,000
-31.1%
81,583
-35.1%
4.06%
-14.0%
Q4 2020$5,523,000
+224.7%
125,627
+190.6%
4.72%
+188.4%
Q3 2020$1,701,000
+47.9%
43,224
+36.2%
1.64%
+37.1%
Q2 2020$1,150,00031,7281.19%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,680,878$73,891,00032.51%
Private Wealth Group, LLC 777,163$34,164,00028.45%
AFFINIA FINANCIAL GROUP, LLC 787,419$34,615,00024.05%
Stadion Money Management, LLC 13,596,575$597,705,00021.77%
Brown Financial Advisory 520,033$22,861,00020.26%
Clear Perspective Advisors, LLC 792,207$34,825,00014.23%
Detalus Advisors, LLC 498,688$21,922,00013.78%
O'Dell Group, LLC 781,310$34,346,00013.37%
CCG WEALTH MANAGEMENT, LLC 272,937$11,998,00012.65%
Wealthcare Advisory Partners LLC 3,224,579$141,752,00012.59%
View complete list of SPDR SER TR shareholders