SFG Wealth Management, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 22 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.

Quarter-by-quarter ownership
SFG Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$844,886
+71.6%
16,810
+77.9%
0.67%
+62.5%
Q2 2023$492,424
-81.2%
9,450
-80.8%
0.41%
-83.2%
Q1 2022$2,618,000
+14.5%
49,283
+20.3%
2.46%
+20.8%
Q4 2021$2,286,00040,9532.03%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders