Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 206 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$60,312
+21.1%
445
+0.2%
0.00%0.0%
Q3 2023$49,797
-7.7%
444
+0.2%
0.00%0.0%
Q2 2023$53,928
+4.1%
4430.0%0.00%
-20.0%
Q1 2023$51,816
+105646.9%
443
+0.2%
0.01%
+25.0%
Q4 2022$49
-99.9%
4420.0%0.00%0.0%
Q3 2022$41,000
-6.8%
442
+0.2%
0.00%0.0%
Q2 2022$44,000
-20.0%
441
+0.2%
0.00%
-20.0%
Q1 2022$55,000
+7.8%
4400.0%0.01%0.0%
Q4 2021$51,000
-1.9%
4400.0%0.01%0.0%
Q3 2021$52,000
-10.3%
440
+0.2%
0.01%
-16.7%
Q2 2021$58,000
+5.5%
4390.0%0.01%0.0%
Q1 2021$55,000
+10.0%
439
+0.5%
0.01%0.0%
Q4 2020$50,000
+31.6%
4370.0%0.01%
+20.0%
Q3 2020$38,0000.0%437
+0.2%
0.01%
+25.0%
Q2 2020$38,000
+15.2%
4360.0%0.00%0.0%
Q1 2020$33,000
-29.8%
436
+0.7%
0.00%
-33.3%
Q4 2019$47,000
+2.2%
4330.0%0.01%0.0%
Q3 2019$46,000
+2.2%
433
+0.5%
0.01%0.0%
Q2 2019$45,000
+7.1%
431
+0.2%
0.01%0.0%
Q1 2019$42,000
+13.5%
430
+0.2%
0.01%
+20.0%
Q4 2018$37,000
-7.5%
429
+0.2%
0.01%
-28.6%
Q3 2018$40,000
+5.3%
428
+0.5%
0.01%
+16.7%
Q2 2018$38,000
-2.6%
4260.0%0.01%0.0%
Q1 2018$39,0004260.01%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 207,895$20,916,0006.95%
Lee Financial Group Hawaii, Inc. 46,383$4,667,0004.55%
SFI Advisors, LLC 20,828$2,095,0002.32%
Engrave Wealth Partners LLC 47,597$4,789,0002.12%
Anson Capital, Inc. 18,541$1,866,0001.98%
PACIFIC SUN FINANCIAL CORP 21,224$2,135,0001.41%
Q3 Asset Management 18,271$1,838,0001.39%
Evolution Wealth Advisors, LLC 43,935$4,420,0001.12%
JMAC ENTERPRISES LLC 40,446$4,069,0001.05%
Legacy Wealth Planning, LLC 5,845$588,0000.84%
View complete list of SPDR SER TR shareholders