RCS Financial Planning, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 907 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 1.9%.

Quarter-by-quarter ownership
RCS Financial Planning, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$318,470
-29.9%
4,976
-38.8%
0.19%
-36.7%
Q4 2023$454,579
+16.2%
8,132
+4.4%
0.30%
-0.7%
Q3 2023$391,324
+13.8%
7,786
+1.8%
0.30%
-10.5%
Q4 2022$343,8727,6450.33%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 805,362$33,812,00035.15%
Peterson Wealth Advisors, LLC 2,257,989$94,813,00031.84%
Stadion Money Management, LLC 8,631,931$362,455,00031.27%
Brown Financial Advisory 771,603$32,400,00031.10%
AFFINIA FINANCIAL GROUP, LLC 611,635$25,646,00028.94%
New Perspectives, Inc 764,433$32,09927.64%
West Wealth Group, LLC 1,120,058$47,031,00023.85%
Lloyd Advisory Services, LLC. 749,223$31,460,00022.97%
CCG WEALTH MANAGEMENT, LLC 716,269$30,076,00018.36%
Crown Wealth Group, LLC 408,788$17,165,00017.60%
View complete list of SPDR SER TR shareholders