Collaborative Wealth Managment Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 468 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 1.6%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$626,000
-35.9%
14,114
-19.3%
0.41%
-23.2%
Q4 2021$976,000
+11.4%
17,479
+6.0%
0.54%
+5.9%
Q1 2021$876,00016,4970.50%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,509,873$57,103,00032.64%
Wealth Enhancement & Preservation of GA, LLC 1,185,825$44,846,00022.92%
LEGG MASON, INC. 6,656$254,00018.93%
Clear Creek Financial Management, LLC 940,547$36,212,00014.23%
Walkner Condon Financial Advisors LLC 335,261$12,680,00012.22%
N.E.W. Advisory Services LLC 980,432$37,081,00012.03%
O'Dell Group, LLC 552,416$20,892,00010.48%
Financial Enhancement Group LLC 1,039,632$39,319,0009.90%
CLIENT 1ST ADVISORY GROUP, LLC 265,337$10,035,0009.89%
Executive Wealth Management, LLC 1,852,696$70,068,0009.59%
View complete list of SPDR SER TR shareholders