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 55,250$6,131,0001.32%
Kaizen Financial Strategies 4,812$534,0000.53%
New Legacy Group, LLC 2,299$255,0000.52%
Caerus Investment Advisors, LLC 2,090$232,0000.28%
Fort Point Capital Partners LLC 10,511$1,166,0000.19%
Quantum Private Wealth, LLC 2,597$288,0000.17%
LEVEL FOUR ADVISORY SERVICES, LLC 13,638$1,513,0000.14%
TELEMUS CAPITAL, LLC 12,841$1,425,0000.14%
Bogart Wealth, LLC 8,834$980,0000.09%
TIEDEMANN ADVISORS, LLC 10,000$1,110,0000.08%
View complete list of SPDR SER TR shareholders