CAPTRUST FINANCIAL ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 182 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$344,183
+0.5%
2,459
+0.9%
0.00%0.0%
Q1 2024$342,453
+169.6%
2,437
+92.8%
0.00%0.0%
Q2 2022$127,000
-3.8%
1,264
+19.4%
0.00%0.0%
Q1 2022$132,000
+3.1%
1,059
-3.9%
0.00%0.0%
Q4 2021$128,000
-3.8%
1,102
-1.2%
0.00%0.0%
Q3 2021$133,000
+49.4%
1,115
+66.4%
0.00%0.0%
Q2 2021$89,000
+6.0%
6700.0%0.00%0.0%
Q1 2021$84,000
+31.2%
670
+20.5%
0.00%0.0%
Q4 2020$64,000
+73.0%
556
+32.4%
0.00%0.0%
Q3 2020$37,0000.0%4200.0%0.00%0.0%
Q2 2020$37,000
-37.3%
420
-24.5%
0.00%
-50.0%
Q3 2019$59,000
+34.1%
556
+32.4%
0.00%0.0%
Q2 2019$44,0004200.00%
Other shareholders
SPDR SER TR shareholders Q2 2019
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 207,895$20,916,0006.95%
Lee Financial Group Hawaii, Inc. 46,383$4,667,0004.55%
SFI Advisors, LLC 20,828$2,095,0002.32%
Engrave Wealth Partners LLC 47,597$4,789,0002.12%
Anson Capital, Inc. 18,541$1,866,0001.98%
PACIFIC SUN FINANCIAL CORP 21,224$2,135,0001.41%
Q3 Asset Management 18,271$1,838,0001.39%
Evolution Wealth Advisors, LLC 43,935$4,420,0001.12%
JMAC ENTERPRISES LLC 40,446$4,069,0001.05%
Legacy Wealth Planning, LLC 5,845$588,0000.84%
View complete list of SPDR SER TR shareholders