Wellington Shields Capital Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 38 filers reported holding SPDR SER TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wellington Shields Capital Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2019$449,000
+65.1%
4,204
+60.5%
0.07%
+62.2%
Q2 2019$272,000
+7.5%
2,619
-5.1%
0.04%
+4.7%
Q1 2019$253,000
+7.7%
2,760
-7.4%
0.04%
-2.3%
Q4 2018$235,000
-22.4%
2,980
-2.1%
0.04%
-10.2%
Q3 2018$303,000
+9.0%
3,045
-4.7%
0.05%
+6.5%
Q2 2018$278,000
-4.1%
3,195
-4.3%
0.05%
+4.5%
Q1 2018$290,000
-11.0%
3,340
-14.5%
0.04%
-13.7%
Q4 2017$326,000
-0.6%
3,905
-4.9%
0.05%
-5.6%
Q3 2017$328,000
+14.3%
4,105
+0.6%
0.05%
+14.9%
Q2 2017$287,000
+10.0%
4,080
+4.6%
0.05%
+11.9%
Q1 2017$261,000
+21.4%
3,899
+14.7%
0.04%
+16.7%
Q4 2016$215,000
+0.9%
3,399
-7.0%
0.04%
-2.7%
Q3 2016$213,000
+0.5%
3,654
-3.9%
0.04%
+2.8%
Q2 2016$212,000
-58.3%
3,804
-60.5%
0.04%
-58.1%
Q4 2015$509,000
+27.9%
9,629
+20.8%
0.09%
+24.6%
Q3 2015$398,000
+15.0%
7,970
+163.5%
0.07%
+30.2%
Q2 2015$346,0003,0250.05%
Other shareholders
SPDR SER TR shareholders Q4 2015
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 206,525$24,632,0005.69%
Lee Financial Group Hawaii, Inc. 48,042$5,730,0004.21%
American Financial Advisors, LLC 114,655$13,675,0001.83%
Engrave Wealth Partners LLC 48,165$5,745,0001.70%
PACIFIC SUN FINANCIAL CORP 18,937$2,259,0001.30%
Cavalier Investments, LLC 32,644$3,893,0001.23%
Spectrum Wealth Advisory Group, LLC 7,967$950,0000.94%
WT Wealth Management 19,580$2,335,0000.90%
Legacy Wealth Planning, LLC 6,445$769,0000.86%
HBW ADVISORY SERVICES LLC 25,877$3,086,0000.80%
View complete list of SPDR SER TR shareholders