Source Financial Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$615,872
+0.5%
9,623
-3.4%
0.19%
+1.6%
Q1 2024$612,900
-33.7%
9,961
-39.8%
0.19%
-35.2%
Q4 2023$924,50116,5380.29%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
Brown Financial Advisory 863,837$55,285,56842.51%
Advance Capital Management, Inc. 13,569,767$868,465,05941.10%
Priebe Wealth Holdings LLC 636,106$40,710,77832.26%
Peterson Wealth Advisors, LLC 2,351,124$150,471,96831.56%
New Perspectives, Inc 884,297$56,595,01730.21%
Sterling Group Wealth Management, LLC 821,360$52,567,02930.18%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,627,094$104,13430.02%
Forthright Family Wealth Advisory LLC 694,925$44,475,20028.66%
Advocacy Wealth Management Services, LLC 5,053,527$323,425,72826.68%
Private Wealth Group, LLC 751,472$48,094,20825.26%
View complete list of SPDR SER TR shareholders