SRS Capital Advisors, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 86 filers reported holding SPDR SER TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 53,831$6,624,9811.32%
New Legacy Group, LLC 2,299$282,9380.80%
Caerus Investment Advisors, LLC 2,090$257,2160.30%
Kaizen Financial Strategies 2,056$253,0700.25%
Empowered Funds, LLC 33,948$4,177,9800.25%
Householder Group Estate & Retirement Specialist, LLC 4,656$5730.22%
Quantum Private Wealth, LLC 3,177$391,0110.21%
Fort Point Capital Partners LLC 10,309$1,268,6900.19%
Northeast Financial Consultants Inc 21,895$2,694,6180.17%
Beacon Financial Advisory LLC 2,079$255,8930.16%
View complete list of SPDR SER TR shareholders