AVANTAX ADVISORY SERVICES, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$230,308
-82.2%
2,054
-80.7%
0.00%
-80.0%
Q2 2023$1,295,700
+145.1%
10,662
+135.8%
0.02%
+150.0%
Q1 2023$528,689
+5.0%
4,522
-1.2%
0.01%
-14.3%
Q4 2022$503,597
+20.2%
4,576
+0.0%
0.01%
+16.7%
Q3 2022$419,000
-5.4%
4,575
+4.0%
0.01%
-14.3%
Q2 2022$443,000
-11.0%
4,400
+9.7%
0.01%0.0%
Q1 2022$498,000
+19.1%
4,010
+11.8%
0.01%
+16.7%
Q4 2021$418,000
-2.3%
3,587
-0.1%
0.01%
-14.3%
Q3 2021$428,000
-18.8%
3,592
-9.6%
0.01%
-30.0%
Q2 2021$527,000
+16.9%
3,974
+11.0%
0.01%0.0%
Q1 2021$451,000
+6.9%
3,581
-3.3%
0.01%0.0%
Q4 2020$422,000
-27.9%
3,705
-45.2%
0.01%
+11.1%
Q3 2020$585,000
+91.8%
6,755
+93.4%
0.01%0.0%
Q2 2020$305,000
-40.8%
3,493
-48.6%
0.01%
-40.0%
Q1 2020$515,000
+50.6%
6,799
+116.9%
0.02%
+87.5%
Q4 2019$342,000
+9.6%
3,134
+7.1%
0.01%
-38.5%
Q3 2019$312,000
+2.6%
2,927
+0.2%
0.01%0.0%
Q2 2019$304,000
+15.6%
2,922
+1.8%
0.01%
-7.1%
Q1 2019$263,000
+21.8%
2,870
+6.0%
0.01%
-61.1%
Q4 2018$216,0002,7080.04%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders