Gateway Wealth Partners, 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
Gateway Wealth Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$74,681,493
-7.1%
1,485,903
-3.7%
13.46%
-6.3%
Q2 2023$80,402,305
+6.7%
1,542,934
-1.5%
14.37%
+23.9%
Q1 2023$75,385,900
+10.6%
1,565,646
+3.4%
11.60%
-1.0%
Q4 2022$68,133,2371,514,74611.71%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
LEGG MASON, INC. 11,792$376,00045.36%
Stuart Chaussee & Associates, Inc. 1,450,171$46,231,00031.14%
Peterson Wealth Advisors, LLC 1,146,549$36,552,00029.62%
Shepherd Financial Partners LLC 1,757,636$56,189,00012.64%
Wealth & Pension Services Group, Inc. 294,904$9,402,00011.93%
OLD DOMINION CAPITAL MANAGEMENT INC 407,428$12,989,00011.78%
Chessman Wealth Strategies RIA 239,503$7,635,0006.72%
Copperwynd Financial, LLC 297,792$9,494,0006.67%
Trilogy Capital Inc. 1,543,384$49,203,0006.62%
Jackson Wealth Management, LLC 753,085$25,093,0005.84%
View complete list of SPDR SER TR shareholders