ProVise Management Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 162 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$394,117
+6.1%
1,7810.0%0.04%0.0%
Q1 2023$371,552
+24.8%
1,7810.0%0.04%
+20.0%
Q4 2022$297,837
+9.9%
1,7810.0%0.03%0.0%
Q3 2022$271,000
-10.0%
1,781
-10.1%
0.03%
-6.2%
Q2 2022$301,000
-26.8%
1,9820.0%0.03%
-17.9%
Q1 2022$411,000
-5.1%
1,982
+11.3%
0.04%0.0%
Q4 2021$433,000
+22.7%
1,7810.0%0.04%
+11.4%
Q3 2021$353,000
+2.9%
1,7810.0%0.04%0.0%
Q2 2021$343,000
+5.2%
1,7810.0%0.04%0.0%
Q1 2021$326,000
+7.2%
1,7810.0%0.04%0.0%
Q4 2020$304,000
+35.7%
1,7810.0%0.04%
+16.7%
Q3 2020$224,0001,7810.03%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 289,286$22,712,00012.26%
McGuire Investment Group, LLC 40,696$3,195,0001.05%
BAROMETER CAPITAL MANAGEMENT INC. 57,000$4,475,0000.51%
Blue Chip Wealth Management, Inc. 3,787$297,0000.34%
Snowden Capital Advisors LLC 34,815$2,733,3480.30%
JUNCTURE WEALTH STRATEGIES, LLC 4,569$359,0000.28%
Livingston Group Asset Management CO (operating as Southport Capital Management) 7,243$569,0000.25%
StoneX Group Inc. 3,743$294,0000.22%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 18,172$1,447,0000.12%
Squar Milner Financial Services LLC 1,792$140,0000.10%
View complete list of SPDR SER TR shareholders