National Wealth Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 1,010 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.98 and the average weighting 1.9%.

Quarter-by-quarter ownership
National Wealth Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$2,233,748
+3.1%
34,902
-0.9%
1.70%
+0.9%
Q1 2024$2,167,228
+5.4%
35,222
-4.2%
1.69%
-15.2%
Q4 2023$2,055,538
+16.2%
36,772
+4.5%
1.99%
+3.4%
Q3 2023$1,768,24735,1821.92%
Other shareholders
SPDR SER TR shareholders Q2 2024
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