SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$11,336
-4.9%
890.0%0.00%
-50.0%
Q2 2023$11,914
+8.4%
890.0%0.00%
+100.0%
Q1 2023$10,987
+13.3%
890.0%0.00%0.0%
Q4 2022$9,700
-3.0%
890.0%0.00%
-50.0%
Q3 2022$10,0000.0%890.0%0.00%0.0%
Q2 2022$10,000
-23.1%
890.0%0.00%0.0%
Q1 2022$13,000
-13.3%
890.0%0.00%0.0%
Q4 2021$15,0000.0%890.0%0.00%0.0%
Q3 2021$15,0000.0%890.0%0.00%0.0%
Q2 2021$15,000
+7.1%
890.0%0.00%0.0%
Q4 2020$14,000
+27.3%
890.0%0.00%0.0%
Q3 2020$11,000890.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 55,524$8,181,0001.50%
FIFTH THIRD SECURITIES, INC. 1,872$276,0000.82%
Kaizen Financial Strategies 4,930$726,0000.57%
LEVEL FOUR ADVISORY SERVICES, LLC 23,474$3,459,0000.27%
Fort Point Capital Partners LLC 10,931$1,611,0000.22%
Quantum Private Wealth, LLC 2,567$378,0000.16%
New Legacy Group, LLC 2,299$339,0000.13%
Snowden Capital Advisors LLC 21,334$3,143,0000.13%
Beacon Financial Advisory LLC 1,597$235,0000.11%
Bogart Wealth, LLC 8,352$1,231,0000.10%
View complete list of SPDR SER TR shareholders