Concord Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$603
-98.4%
12
-98.4%
0.00%
-100.0%
Q2 2023$38,249
-73.7%
734
-75.7%
0.01%
-80.5%
Q1 2023$145,557
-35.1%
3,023
-39.4%
0.04%
-38.8%
Q4 2022$224,4054,9890.07%
Other shareholders
SPDR SER TR shareholders Q3 2023
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