AVIANCE CAPITAL MANAGEMENT, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 255 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 2.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
AVIANCE CAPITAL MANAGEMENT, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2019$538,000
+13.0%
13,947
-4.8%
0.08%
+20.9%
Q4 2018$476,000
-33.6%
14,645
-21.5%
0.07%
-4.3%
Q3 2018$717,000
-16.9%
18,657
-14.5%
0.07%
-2.8%
Q2 2018$863,000
-18.4%
21,822
-15.8%
0.07%
-11.1%
Q1 2018$1,057,000
-42.7%
25,914
-37.9%
0.08%
-38.6%
Q4 2017$1,846,000
-13.7%
41,714
-22.4%
0.13%
-10.2%
Q3 2017$2,140,000
-19.2%
53,741
-21.8%
0.15%
-10.9%
Q2 2017$2,649,000
+197.3%
68,753
+187.2%
0.16%
+230.0%
Q1 2017$891,000
+748.6%
23,937
+568.1%
0.05%
-13.8%
Q2 2013$105,0003,5830.06%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders