Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 137 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$3,0000.0%290.0%0.00%0.0%
Q2 2022$3,0000.0%290.0%0.00%0.0%
Q4 2021$3,0000.0%290.0%0.00%0.0%
Q3 2021$3,000
-25.0%
290.0%0.00%0.0%
Q2 2021$4,0000.0%290.0%0.00%
-50.0%
Q1 2021$4,000
+33.3%
290.0%0.00%
+100.0%
Q4 2020$3,0000.0%290.0%0.00%0.0%
Q3 2020$3,0000.0%290.0%0.00%0.0%
Q2 2020$3,000
-94.4%
29
-94.2%
0.00%
-96.2%
Q4 2019$54,000
+1.9%
4960.0%0.03%
-7.1%
Q3 2019$53,000
+3.9%
496
+0.4%
0.03%
+3.7%
Q2 2019$51,000
+13.3%
494
+0.2%
0.03%
+8.0%
Q1 2019$45,000
+15.4%
4930.0%0.02%
+13.6%
Q4 2018$39,000
-20.4%
493
+0.2%
0.02%
-12.0%
Q3 2018$49,000
+8.9%
492
-4.8%
0.02%
+4.2%
Q2 2018$45,0000.0%517
+0.2%
0.02%
-7.7%
Q1 2018$45,000
+9.8%
516
+5.7%
0.03%
+4.0%
Q4 2017$41,0004880.02%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders