Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 206,525$24,632,0005.69%
Lee Financial Group Hawaii, Inc. 48,042$5,730,0004.21%
American Financial Advisors, LLC 114,655$13,675,0001.83%
Engrave Wealth Partners LLC 48,165$5,745,0001.70%
PACIFIC SUN FINANCIAL CORP 18,937$2,259,0001.30%
Cavalier Investments, LLC 32,644$3,893,0001.23%
Spectrum Wealth Advisory Group, LLC 7,967$950,0000.94%
WT Wealth Management 19,580$2,335,0000.90%
Legacy Wealth Planning, LLC 6,445$769,0000.86%
HBW ADVISORY SERVICES LLC 25,877$3,086,0000.80%
View complete list of SPDR SER TR shareholders