Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 225 filers reported holding SPDR SER TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 194,240$22,708,5989.32%
Lee Financial Group Hawaii, Inc. 45,130$5,276,1005.43%
Q3 Asset Management 40,895$4,7803.99%
Anson Capital, Inc. 13,910$1,626,1852.63%
SFI Advisors, LLC 21,325$2,493,1062.50%
Heirloom Wealth Management 40,710$4,759,3552.27%
Cavalier Investments, LLC 40,610$4,747,7151.94%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 23,438$2,740,1371.43%
HBW ADVISORY SERVICES LLC 42,281$4,9431.23%
Catalyst Wealth Management, LLC 9,155$1,070,3111.00%
View complete list of SPDR SER TR shareholders