United Asset Strategies, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 286 filers reported holding SPDR SERIES TRUST in Q4 2022. The put-call ratio across all filers is 2.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$868,238
+55.3%
17,431
+35.4%
0.12%
+49.4%
Q2 2022$559,000
-77.2%
12,874
-67.8%
0.08%
-74.0%
Q1 2022$2,447,000
+167.7%
39,921
+95.7%
0.31%
+185.3%
Q4 2021$914,000
-49.4%
20,402
-52.8%
0.11%
-53.2%
Q3 2021$1,805,000
+37.5%
43,234
+41.7%
0.23%
+33.1%
Q2 2021$1,313,000
-87.0%
30,502
-88.0%
0.18%
-88.1%
Q1 2021$10,131,000
+132.2%
253,786
+106.3%
1.47%
+27.4%
Q2 2018$4,363,000
+18.9%
123,010
+14.2%
1.15%
+6.7%
Q1 2018$3,668,000
+361.4%
107,743
+393.1%
1.08%
+407.5%
Q4 2017$795,000
+13.4%
21,848
-6.6%
0.21%
+2.4%
Q2 2017$701,000
-44.3%
23,402
-43.5%
0.21%
-45.8%
Q1 2017$1,259,000
-24.3%
41,398
-24.4%
0.38%
-29.3%
Q4 2016$1,664,00054,7270.54%
Other shareholders
SPDR SERIES TRUST shareholders Q4 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