CAPTRUST FINANCIAL ADVISORS - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 71 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2024$212,315
-6.7%
5,337
+1.2%
0.00%0.0%
Q1 2024$227,476
+3.6%
5,2740.0%0.00%0.0%
Q4 2023$219,510
+4.7%
5,274
-0.0%
0.00%0.0%
Q3 2023$209,725
+2.8%
5,276
+6.0%
0.00%0.0%
Q2 2023$203,970
+234.4%
4,976
+240.1%
0.00%
Q2 2022$61,000
-3.2%
1,463
+5.4%
0.00%
Q1 2022$63,000
+21.2%
1,388
+23.2%
0.00%
Q4 2021$52,000
+1200.0%
1,127
+1423.0%
0.00%
Q3 2021$4,0000.0%740.0%0.00%
Q2 2021$4,0000.0%740.0%0.00%
Q1 2021$4,0000.0%740.0%0.00%
Q4 2020$4,000
+33.3%
740.0%0.00%
Q2 2020$3,000
-70.0%
74
-63.0%
0.00%
Q3 2018$10,000
+11.1%
2000.0%0.00%
Q2 2018$9,000
+12.5%
2000.0%0.00%
Q1 2018$8,000
-46.7%
200
-41.2%
0.00%
-100.0%
Q4 2017$15,000
+7.1%
3400.0%0.00%0.0%
Q3 2017$14,0003400.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 67,819$3,293,0002.05%
VISTA INVESTMENT MANAGEMENT 18,009$875,0000.77%
Jackson Financial Management 19,492$947,0000.75%
Biltmore Family Office, LLC 23,415$1,137,0000.54%
Wharton Business Group, LLC 106,340$5,164,0000.51%
Brookstone Capital Management 53,552$2,600,0000.20%
BANK HAPOALIM BM 13,415$651,0000.16%
Oliver Luxxe Assets LLC 5,227$240,0000.14%
MEITAV INVESTMENT HOUSE LTD 50,107$2,426,0000.12%
HighTower Advisors, LLC 327,271$15,894,0000.12%
View complete list of SPDR SERIES TRUST shareholders