CWM, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 330 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
CWM, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$144
+32.1%
2,747
+27.7%
0.00%0.0%
Q2 2023$109
+1457.1%
2,151
+1567.4%
0.00%
Q1 2023$7
+75.0%
129
+67.5%
0.00%
Q4 2022$4
-100.0%
77
-89.6%
0.00%
Q3 2022$31,000
+1450.0%
738
+1217.9%
0.00%
Q2 2022$2,000
-33.3%
560.0%0.00%
Q1 2022$3,000
+50.0%
560.0%0.00%
Q4 2021$2,0000.0%560.0%0.00%
Q2 2021$2,0000.0%560.0%0.00%
Q1 2021$2,0000.0%560.0%0.00%
Q4 2020$2,0000.0%560.0%0.00%
Q3 2020$2,0000.0%560.0%0.00%
Q2 2020$2,0000.0%560.0%0.00%
Q1 2020$2,0000.0%560.0%0.00%
Q4 2019$2,0000.0%560.0%0.00%
Q3 2019$2,0000.0%560.0%0.00%
Q2 2019$2,0000.0%560.0%0.00%
Q1 2019$2,000560.00%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 961,206$50,463,31513.03%
Omnia Family Wealth, LLC 188,783$9,911,1086.14%
Legend Financial Advisors, Inc. 113,405$5,953,7645.08%
EHP Funds Inc. 200,500$10,526,2504.92%
AFFINITY WEALTH MANAGEMENT LLC 393,037$20,634,4294.75%
CUMBERLAND ADVISORS INC 191,090$10,032,2254.45%
Financial Sense Advisors, Inc. 138,013$7,245,6773.08%
FORTEM FINANCIAL GROUP, LLC 88,439$4,643,0222.72%
FOCUS Wealth Advisors, LLC 70,731$3,713,4142.58%
Lake Hills Wealth Management, LLC 40,784$2,141,1602.17%
View complete list of SPDR SERIES TRUST shareholders