Wealth Enhancement & Preservation of GA, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 314 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Wealth Enhancement & Preservation of GA, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$11,655,075
+30.0%
223,663
+20.1%
11.19%
+4.2%
Q1 2023$8,964,660
+62.5%
186,182
+51.8%
10.74%
+19.4%
Q4 2022$5,516,570
+41.0%
122,645
+31.6%
9.00%
+43.3%
Q3 2022$3,913,000
-52.1%
93,185
-49.5%
6.28%
-27.4%
Q2 2022$8,174,000
-35.1%
184,451
-22.2%
8.65%
-10.9%
Q1 2022$12,597,000
-2.3%
237,104
+2.7%
9.71%
+11.8%
Q4 2021$12,889,000
+1.8%
230,853
-8.0%
8.69%
-10.8%
Q3 2021$12,656,000
+3.0%
250,813
+2.8%
9.74%
+7.8%
Q2 2021$12,283,000
+5.4%
244,046
+1.6%
9.04%
+0.8%
Q1 2021$11,649,000
+10.1%
240,130
-0.2%
8.97%
-1.7%
Q4 2020$10,579,000
+16.4%
240,649
+4.2%
9.13%
-2.7%
Q3 2020$9,091,000
+30.7%
230,939
+20.4%
9.38%
+8.6%
Q2 2020$6,958,000
-13.0%
191,871
-27.4%
8.64%
+13.7%
Q1 2020$8,001,000
-82.2%
264,359
-77.7%
7.60%
-66.8%
Q4 2019$44,846,0001,185,82522.92%
Other shareholders
SPDR SER TR shareholders Q4 2019
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