ENVESTNET ASSET MANAGEMENT INC - SPDR SER TR ownership

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SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 90 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,603,452
+1.9%
12,637
+7.0%
0.00%0.0%
Q2 2023$1,574,160
+23.3%
11,805
+13.8%
0.00%0.0%
Q1 2023$1,276,510
+23.1%
10,372
+8.7%
0.00%0.0%
Q4 2022$1,037,010
-2.4%
9,538
-3.8%
0.00%0.0%
Q3 2022$1,062,000
-20.7%
9,914
-17.9%
0.00%0.0%
Q2 2022$1,340,000
-28.3%
12,072
-4.9%
0.00%0.0%
Q1 2022$1,870,000
-24.5%
12,688
-15.3%
0.00%0.0%
Q4 2021$2,478,000
-64.6%
14,982
-63.3%
0.00%
-75.0%
Q3 2021$7,008,000
+78.5%
40,825
+78.4%
0.00%
+100.0%
Q2 2021$3,926,000
-2.7%
22,884
-10.7%
0.00%
-33.3%
Q1 2021$4,034,000
-7.1%
25,614
-9.1%
0.00%0.0%
Q4 2020$4,341,000
+256.4%
28,170
+175.9%
0.00%
+200.0%
Q3 2020$1,218,000
+189.3%
10,209
+170.4%
0.00%–
Q2 2020$421,000
-58.8%
3,775
-65.5%
0.00%
-100.0%
Q3 2019$1,022,000
-83.8%
10,944
-83.3%
0.00%
-87.5%
Q2 2019$6,326,000
+32.1%
65,727
+29.6%
0.01%
+14.3%
Q1 2019$4,789,000
+79716.7%
50,725
+77938.5%
0.01%–
Q3 2013$6,000–65–0.00%–
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Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 53,831$6,624,9811.32%
New Legacy Group, LLC 2,299$282,9380.80%
Caerus Investment Advisors, LLC 2,090$257,2160.30%
Kaizen Financial Strategies 2,056$253,0700.25%
Empowered Funds, LLC 33,948$4,177,9800.25%
Householder Group Estate & Retirement Specialist, LLC 4,656$5730.22%
Quantum Private Wealth, LLC 3,177$391,0110.21%
Fort Point Capital Partners LLC 10,309$1,268,6900.19%
Northeast Financial Consultants Inc 21,895$2,694,6180.17%
Beacon Financial Advisory LLC 2,079$255,8930.16%
View complete list of SPDR SER TR shareholders