SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 93 filers reported holding SPDR SER TR in Q3 2021. 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 Q3 2021
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 54,144$6,869,8541.32%
New Legacy Group, LLC 2,299$291,7000.80%
Newbridge Financial Services Group, Inc. 4,096$519,7050.26%
Kaizen Financial Strategies 1,917$243,2800.21%
Quantum Private Wealth, LLC 3,277$415,8080.20%
Fort Point Capital Partners LLC 10,085$1,279,6030.20%
Northeast Financial Consultants Inc 19,912$2,526,4590.16%
Beacon Financial Advisory LLC 2,081$264,0300.15%
NTV ASSET MANAGEMENT LLC 5,825$739,0830.13%
LEUTHOLD GROUP, LLC 6,492$823,7130.12%
View complete list of SPDR SER TR shareholders