CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 91 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$7,000
-22.2%
600.0%0.00%
Q1 2022$9,000
-10.0%
600.0%0.00%
Q4 2021$10,0000.0%600.0%0.00%
Q3 2021$10,000
+11.1%
60
+11.1%
0.00%
Q2 2021$9,0000.0%540.0%0.00%
Q1 2021$9,000
+28.6%
54
+14.9%
0.00%
Q4 2020$7,000
+16.7%
470.0%0.00%
Q3 2020$6,000
+50.0%
47
+23.7%
0.00%
Q2 2020$4,000380.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 20,931$3,462,0002.26%
McGuire Investment Group, LLC 55,126$9,118,0001.50%
Kaizen Financial Strategies 4,951$819,0000.61%
PETERSON WEALTH MANAGEMENT 3,640$602,0000.40%
Caerus Investment Advisors, LLC 2,090$346,0000.38%
LEVEL FOUR ADVISORY SERVICES, LLC 24,913$4,121,0000.31%
Fort Point Capital Partners LLC 10,624$1,757,0000.24%
V2 Financial group LLC 1,800$297,7380.23%
Snowden Capital Advisors LLC 21,694$3,588,0000.18%
COLLECTIVE FAMILY OFFICE LLC 2,325$385,0000.15%
View complete list of SPDR SER TR shareholders