Fragasso Group Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 64 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 6.16 and the average weighting 0.0%.

Quarter-by-quarter ownership
Fragasso Group Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2023$291,423
-9.2%
7,002
-13.3%
0.03%
-20.6%
Q3 2023$320,981
-3.0%
8,0750.0%0.03%
-2.9%
Q2 2023$330,994
+2.0%
8,075
+2.0%
0.04%
-5.4%
Q1 2023$324,635
-39.0%
7,916
-39.1%
0.04%
-38.3%
Q4 2022$532,35013,0000.06%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 54,892$2,764,0001.16%
Lionsbridge Wealth Management LLC 23,307$1,173,0001.14%
Wharton Business Group, LLC 84,325$4,246,0000.33%
Robinson Value Management, Ltd. 6,944$350,0000.29%
VISTA INVESTMENT MANAGEMENT 6,742$339,0000.21%
FACTORY MUTUAL INSURANCE CO 210,000$10,574,0000.14%
FIRST CITIZENS BANK & TRUST CO 47,441$2,389,0000.11%
BANK HAPOALIM BM 13,542$682,0000.09%
NWAM LLC 16,328$822,0000.08%
Moloney Securities Asset Management, LLC 7,906$398,0000.08%
View complete list of SPDR SERIES TRUST shareholders