EP Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$131,109
+24.9%
1,644
-30.0%
0.00%
-50.0%
Q4 2020$105,0002,3500.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Fulcrum Equity Management 58,258$4,381,5942.06%
SMI Advisory Services, LLC 54,040$4,309,6921.44%
Janney Capital Management LLC 117,177$8,8130.66%
Aspen Grove Capital, LLC 19,352$1,455,4410.64%
Legacy Capital Group California, Inc. 17,255$1,297,7490.63%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11,614$873,4890.62%
Financial Sense Advisors, Inc. 15,857$1,192,6110.53%
ArchPoint Investors 11,500$864,9150.38%
EverSource Wealth Advisors, LLC 33,804$2,542,3990.32%
SPC Financial, Inc. 33,234$2,499,5290.28%
View complete list of SPDR SER TR shareholders