Transamerica Financial Advisors, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 72 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.02 and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$10.0%10.0%0.00%
Q2 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%10.0%0.00%
Q2 2022$1,0000.0%10.0%0.00%
Q2 2020$1,0000.0%10.0%0.00%
Q2 2019$1,0000.0%10.0%0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,0000.0%10.0%0.00%
Q2 2018$1,0000.0%10.0%0.00%
Q1 2018$1,0000.0%10.0%0.00%
Q4 2017$1,0000.0%10.0%0.00%
Q3 2017$1,0000.0%10.0%0.00%
Q2 2017$1,0000.0%10.0%0.00%
Q1 2017$1,0000.0%10.0%0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q2 2015$1,0000.0%10.0%0.00%
Q1 2015$1,0000.0%10.0%0.00%
Q4 2014$1,0000.0%10.0%0.00%
Q3 2014$1,0000.0%10.0%0.00%
Q2 2014$1,0000.0%10.0%0.00%
Q1 2014$1,00010.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2020
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 71,793$2,860,0001.70%
Wharton Business Group, LLC 104,880$4,177,0000.43%
VISTA INVESTMENT MANAGEMENT 12,579$501,0000.42%
PACIFIC SUN FINANCIAL CORP 8,685$346,0000.33%
BANK HAPOALIM BM 27,290$1,087,0000.27%
Worth Venture Partners, LLC 7,011$279,0000.15%
Oliver Luxxe Assets LLC 6,438$252,0000.14%
NWAM LLC 17,004$677,0000.14%
D L CARLSON INVESTMENT GROUP INC 7,210$287,0000.09%
CREDIT SUISSE AG/ 1,173,600$46,744,0000.04%
View complete list of SPDR SERIES TRUST shareholders