SOA Wealth Advisors, 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
SOA Wealth Advisors, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$12,559
+8.2%
2410.0%0.00%0.0%
Q1 2023$11,604
+7.0%
2410.0%0.00%0.0%
Q4 2022$10,840
+8.4%
2410.0%0.00%0.0%
Q3 2022$10,0002410.00%
Other shareholders
SPDR SER TR shareholders Q1 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