Worth Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 611 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.8%.

Quarter-by-quarter ownership
Worth Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,954,048
+32.2%
30,532
+27.1%
1.16%
+27.6%
Q1 2024$1,478,320
+25690.6%
24,026
+21741.8%
0.91%
+22650.0%
Q2 2023$5,732
+8.2%
1100.0%0.00%0.0%
Q1 2023$5,296
+7.0%
1100.0%0.00%
+33.3%
Q4 2022$4,948
-1.0%
1100.0%0.00%
-25.0%
Q3 2022$5,0000.0%1100.0%0.00%
+33.3%
Q2 2022$5,0000.0%1100.0%0.00%0.0%
Q1 2022$5,0001100.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Peterson Wealth Advisors, LLC 1,601,302$58,047,00030.92%
Private Wealth Group, LLC 827,111$29,983,00024.62%
AFFINIA FINANCIAL GROUP, LLC 773,091$28,025,00023.13%
Stadion Money Management, LLC 14,531,579$526,770,00021.49%
O'Dell Group, LLC 825,895$29,939,00015.69%
Clear Perspective Advisors, LLC 737,372$26,730,00014.58%
Wealthcare Advisory Partners LLC 3,225,381$116,920,00014.57%
Detalus Advisors, LLC 515,312$18,680,00014.44%
Compass Ion Advisors, LLC 440,128$15,955,00014.23%
AlphaStar Capital Management, LLC 1,475,031$55,756,00011.91%
View complete list of SPDR SER TR shareholders