Clearstead Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLG and the CUSIP is 78464A854. A total of 603 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.86 and the average weighting 1.7%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$174,704
-15.8%
3,476
-12.7%
0.01%
-61.5%
Q2 2023$207,555
-38.6%
3,983
-43.3%
0.01%
-48.0%
Q1 2023$338,254
+7.0%
7,0250.0%0.02%0.0%
Q4 2022$315,984
+7.1%
7,0250.0%0.02%
-7.4%
Q3 2022$295,000
-45.9%
7,025
-42.8%
0.03%
-35.7%
Q2 2022$545,000
-16.5%
12,2850.0%0.04%
-4.5%
Q1 2022$653,000
-4.8%
12,2850.0%0.04%
-6.4%
Q4 2021$686,000
+10.6%
12,2850.0%0.05%
+2.2%
Q3 2021$620,00012,2850.05%
Other shareholders
SPDR SER TR shareholders Q1 2022
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