Archford Capital Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$228,591
-9.1%
2,039
-0.8%
0.05%
-4.2%
Q2 2023$251,464
+4.6%
2,056
-1.5%
0.05%
-4.0%
Q1 2023$240,473
+4.8%
2,087
+0.0%
0.05%
-5.7%
Q4 2022$229,568
+12.0%
2,086
-6.8%
0.05%0.0%
Q3 2022$205,0002,2370.05%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders