Topel & Distasi Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 615 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 1.7%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$2,154,272
-3.2%
47,8940.0%1.21%
-1.8%
Q3 2022$2,226,000
+4.8%
47,8940.0%1.23%0.0%
Q2 2022$2,124,000
-16.5%
47,8940.0%1.23%
+15.3%
Q1 2022$2,545,000
-4.8%
47,8940.0%1.07%
-2.3%
Q4 2021$2,674,00047,8941.09%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 805,362$33,812,00035.15%
Peterson Wealth Advisors, LLC 2,257,989$94,813,00031.84%
Stadion Money Management, LLC 8,631,931$362,455,00031.27%
Brown Financial Advisory 771,603$32,400,00031.10%
AFFINIA FINANCIAL GROUP, LLC 611,635$25,646,00028.94%
New Perspectives, Inc 764,433$32,09927.64%
West Wealth Group, LLC 1,120,058$47,031,00023.85%
Lloyd Advisory Services, LLC. 749,223$31,460,00022.97%
CCG WEALTH MANAGEMENT, LLC 716,269$30,076,00018.36%
Crown Wealth Group, LLC 408,788$17,165,00017.60%
View complete list of SPDR SER TR shareholders