Gradient Investments LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 138 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 1.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$35,452
-4.6%
4630.0%0.00%0.0%
Q2 2023$37,179
+18.5%
4630.0%0.00%0.0%
Q1 2023$31,373
+12.3%
4630.0%0.00%0.0%
Q4 2022$27,928
+11.7%
4630.0%0.00%0.0%
Q3 2022$25,0000.0%4630.0%0.00%0.0%
Q2 2022$25,000
-13.8%
4630.0%0.00%0.0%
Q1 2022$29,000
-27.5%
4630.0%0.00%0.0%
Q4 2021$40,000
+21.2%
4630.0%0.00%0.0%
Q3 2021$33,000
-2.9%
4630.0%0.00%0.0%
Q2 2021$34,000
+3.0%
4630.0%0.00%0.0%
Q1 2021$33,000
+725.0%
463
+363.0%
0.00%
Q2 2020$4,000
-73.3%
100
-74.6%
0.00%
-100.0%
Q3 2018$15,000
+650.0%
394
+567.8%
0.00%0.0%
Q4 2013$2,000590.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2018
NameSharesValueWeighting ↓
Opal Wealth Advisors, LLC 166,617$9,604,00012.04%
Bayview Asset Management, LLC 6,200$35,737,0006.57%
Main Management ETF Advisors, LLC 545,370$31,435,0004.92%
360 Financial, Inc. 111,610$6,433,0003.82%
Riggs Asset Managment Co. Inc. 207,956$11,987,0003.68%
Marks Wealth, LLC 179,562$10,350,0003.59%
AFFINITY WEALTH MANAGEMENT LLC 274,147$16,753,0003.54%
Fusion Capital, LLC 65,434$3,772,0002.71%
Marketfield Asset Management LLC 70,432$3,795,0002.67%
Financial Services Advisory Inc 108,818$6,272,0002.42%
View complete list of SPDR SERIES TRUST shareholders