AVANTAX ADVISORY SERVICES, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$327,216
-1.9%
1,669
+10.7%
0.00%0.0%
Q2 2023$333,540
-13.5%
1,507
-18.5%
0.00%
-20.0%
Q1 2023$385,586
+53.6%
1,848
+23.1%
0.01%
+66.7%
Q4 2022$251,033
+15.7%
1,501
+5.3%
0.00%0.0%
Q3 2022$217,0001,4250.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 132,720$24,259,0005.07%
Sterling Manor Financial, LLC 29,756$5,439,0004.84%
Beaumont Asset Management, L.L.C. 16,977$3,103,0002.60%
Adams Wealth Management 28,075$5,132,0002.36%
CHEMUNG CANAL TRUST CO 54,778$10,012,0002.01%
McGuire Investment Group, LLC 42,583$7,783,0001.64%
Miller Investment Management, LP 31,098$5,684,0001.05%
FIRST INTERSTATE BANCSYSTEM INC 45,751$8,362,0000.99%
Fulcrum Equity Management 10,943$2,000,0000.79%
Game Plan Financial Advisors, LLC 5,971$1,098,0000.71%
View complete list of SPDR SER TR shareholders