Baystate Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 220 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 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 Q3 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 204,745$23,847,0005.00%
Lee Financial Group Hawaii, Inc. 44,549$5,189,0003.77%
SFI Advisors, LLC 20,891$2,414,0002.13%
Engrave Wealth Partners LLC 52,380$6,101,0001.76%
PACIFIC SUN FINANCIAL CORP 20,025$2,332,0001.24%
Cavalier Investments, LLC 39,739$4,628,0001.20%
Legacy Wealth Planning, LLC 6,445$751,0000.86%
Spectrum Wealth Advisory Group, LLC 7,749$902,0000.80%
JMAC ENTERPRISES LLC 29,059$3,269,0000.77%
HBW ADVISORY SERVICES LLC 26,250$3,057,0000.71%
View complete list of SPDR SER TR shareholders