PHILLIPS FINANCIAL MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,789
+22.5%
500.0%0.00%
Q2 2023$3,909
+3.9%
500.0%0.00%
Q1 2023$3,761500.00%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
New Harbor Financial Group, LLC 376,400$28,245,00010.00%
ArchPoint Investors 23,000$1,726,0000.60%
WASHBURN CAPITAL MANAGEMENT, INC. 7,115$534,0000.35%
SPC Financial, Inc. 36,730$2,756,0000.32%
Stratos Wealth Partners, LTD. 92,169$6,916,0000.16%
TWIN FOCUS CAPITAL PARTNERS, LLC 10,425$782,0000.15%
Concorde Financial Corp 2,571$180,0000.11%
OLD MISSION CAPITAL LLC 39,465$2,961,0000.08%
Keystone Financial Group 4,200$315,0000.05%
SIGNET FINANCIAL MANAGEMENT, LLC 2,802$210,0000.04%
View complete list of SPDR SER TR shareholders