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 ↓
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