FAS Wealth Partners, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 103 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.

Quarter-by-quarter ownership
FAS Wealth Partners, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$17,832
-35.4%
118
-33.3%
0.00%0.0%
Q1 2024$27,611
-4.8%
177
-8.3%
0.00%
-33.3%
Q4 2023$29,014
+18.5%
1930.0%0.00%0.0%
Q3 2023$24,489
-46.5%
193
-43.7%
0.00%
-50.0%
Q2 2023$45,739
+8.0%
343
-0.3%
0.01%
+20.0%
Q1 2023$42,337
+23.2%
344
+8.9%
0.01%
+25.0%
Q4 2022$34,356
-39.7%
316
-40.7%
0.00%
-33.3%
Q3 2022$57,000
-3.4%
533
+0.9%
0.01%0.0%
Q2 2022$59,000
-23.4%
528
+1.0%
0.01%
-14.3%
Q1 2022$77,0005230.01%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
New Harbor Financial Group, LLC 69,434$10,492,4013.16%
McGuire Investment Group, LLC 68,287$10,319,0711.48%
BECK CAPITAL MANAGEMENT, LLC 13,779$2,082,2280.57%
FIFTH THIRD SECURITIES, INC. 18,623$2,814,1830.26%
J. W. Coons Advisors, LLC 6,625$1,001,1330.24%
Sivia Capital Partners, LLC 2,273$343,4810.23%
AMICA MUTUAL INSURANCE CO 15,311$2,3140.23%
V2 Financial group LLC 1,800$280,3530.19%
Fort Point Capital Partners LLC 9,303$1,405,7370.18%
Quantum Private Wealth, LLC 3,177$480,1090.17%
View complete list of SPDR SER TR shareholders