Winch Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 142 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 1.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$7,000
-22.2%
430.0%0.00%0.0%
Q1 2022$9,000
+28.6%
43
+53.6%
0.00%
+50.0%
Q4 2021$7,000
+16.7%
280.0%0.00%0.0%
Q3 2021$6,000
+20.0%
280.0%0.00%0.0%
Q2 2021$5,0000.0%280.0%0.00%0.0%
Q1 2021$5,000280.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 132,720$24,259,0005.07%
Sterling Manor Financial, LLC 29,756$5,439,0004.84%
Beaumont Asset Management, L.L.C. 16,977$3,103,0002.60%
Adams Wealth Management 28,075$5,132,0002.36%
CHEMUNG CANAL TRUST CO 54,778$10,012,0002.01%
McGuire Investment Group, LLC 42,583$7,783,0001.64%
Miller Investment Management, LP 31,098$5,684,0001.05%
FIRST INTERSTATE BANCSYSTEM INC 45,751$8,362,0000.99%
Fulcrum Equity Management 10,943$2,000,0000.79%
Game Plan Financial Advisors, LLC 5,971$1,098,0000.71%
View complete list of SPDR SER TR shareholders