Kowal Investment Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.

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 Q1 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 843,896$43,975,41035.89%
Stadion Money Management, LLC 10,566,241$550,606,81935.76%
Peterson Wealth Advisors, LLC 2,383,802$124,458,31132.89%
Davidson Capital Management Inc. 1,251,659$65,223,95432.54%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1,757,794$917,97131.09%
Buttonwood Financial Group, LLC 644,995$34,449,22229.83%
Tennessee Valley Asset Management Partners 1,556,247$81,096,02626.07%
West Wealth Group, LLC 1,073,196$55,924,23823.66%
Wealth Advisors of Iowa, LLC 582,429$30,350,37621.95%
Spectrum Planning & Advisory Services Inc. 275,003$14,357,89721.50%
View complete list of SPDR SER TR shareholders