Corient Private Wealth LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 751 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 1.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$15,461,703
+14.6%
307,635
+18.9%
0.04%
+16.1%
Q2 2023$13,486,759
+8.8%
258,814
+0.5%
0.03%
-6.1%
Q1 2023$12,395,915
-6.8%
257,444
-10.8%
0.03%
-31.2%
Q4 2022$13,297,834288,6800.05%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Group, LLC 1,007,617$50,713,00033.55%
Peterson Wealth Advisors, LLC 1,864,845$93,858,00033.29%
New Perspectives, Inc 750,902$37,793,00029.35%
Stadion Money Management, LLC 11,555,716$581,599,00029.32%
AFFINIA FINANCIAL GROUP, LLC 791,974$40,882,00024.64%
Brown Financial Advisory 560,543$28,212,00023.52%
CCG WEALTH MANAGEMENT, LLC 407,760$20,523,00015.94%
Lloyd Advisory Services, LLC. 624,763$31,449,00015.89%
Clear Perspective Advisors, LLC 844,100$42,484,00014.75%
KWB Wealth 1,473,254$68,668,00013.17%
View complete list of SPDR SER TR shareholders