Kowal Investment Group, LLC - 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
Kowal Investment Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$464,653
+6.6%
10,330
-0.6%
0.14%
-6.1%
Q3 2022$436,000
+16.3%
10,394
+22.8%
0.15%
+20.3%
Q2 2022$375,000
-6.9%
8,461
+11.4%
0.12%0.0%
Q1 2022$403,0007,5930.12%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 776,917$34,945,71736.05%
Buttonwood Financial Group, LLC 813,964$36,612,14833.28%
Stadion Money Management, LLC 8,453,421$380,234,87731.76%
Peterson Wealth Advisors, LLC 2,326,419$104,642,32631.59%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,958,294$88,084,00031.12%
New Perspectives, Inc 803,090$36,122,98227.70%
Bull Oak Capital, LLC 639,120$28,747,59724.28%
West Wealth Group, LLC 1,052,328$47,333,70223.53%
AFFINIA FINANCIAL GROUP, LLC 578,589$26,574,59922.60%
Lloyd Advisory Services, LLC. 687,598$30,92821.50%
View complete list of SPDR SER TR shareholders