Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 72 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$277,616
-4.9%
2,1880.0%0.00%
Q2 2023$291,768
+8.4%
2,1880.0%0.00%
Q1 2023$269,277
+13.2%
2,1880.0%0.00%
Q4 2022$237,879
+1.7%
2,1880.0%0.00%
Q3 2022$234,000
-2.5%
2,188
+1.2%
0.00%
Q2 2022$240,000
-24.5%
2,162
+0.1%
0.00%
Q1 2022$318,000
+10500.0%
2,159
+5297.5%
0.00%
Q2 2017$3,000
+50.0%
400.0%0.00%
Q1 2017$2,0000.0%400.0%0.00%
Q4 2016$2,000400.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 54,144$6,869,8541.32%
New Legacy Group, LLC 2,299$291,7000.80%
Newbridge Financial Services Group, Inc. 4,096$519,7050.26%
Kaizen Financial Strategies 1,917$243,2800.21%
Quantum Private Wealth, LLC 3,277$415,8080.20%
Fort Point Capital Partners LLC 10,085$1,279,6030.20%
Northeast Financial Consultants Inc 19,912$2,526,4590.16%
Beacon Financial Advisory LLC 2,081$264,0300.15%
NTV ASSET MANAGEMENT LLC 5,825$739,0830.13%
LEUTHOLD GROUP, LLC 6,492$823,7130.12%
View complete list of SPDR SER TR shareholders