W.H. Cornerstone Investments Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 676 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.01 and the average weighting 1.8%.

Quarter-by-quarter ownership
W.H. Cornerstone Investments Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,416
+19.2%
167,447
+23.6%
7.40%
+17.2%
Q2 2023$7,059
+10.1%
135,455
+1.7%
6.31%
+8.4%
Q1 2023$6,413
-99.9%
133,197
+0.6%
5.82%
-1.2%
Q4 2022$6,203,333
+15.9%
132,352
+4.0%
5.89%
+4.4%
Q3 2022$5,354,000127,2985.64%
Other shareholders
SPDR SER TR shareholders Q1 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