WealthPLAN Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 24 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$11,414
+6.0%
116
+0.9%
0.00%
+100.0%
Q1 2023$10,765
-94.6%
115
-95.5%
0.00%
-97.6%
Q2 2018$201,000
-95.1%
2,569
+3111.2%
0.04%
+4000.0%
Q3 2016$4,096,000
+8.6%
800.0%0.00%
Q2 2016$3,773,000
+5.8%
800.0%0.00%
-100.0%
Q4 2015$3,566,000800.00%
Other shareholders
SPDR SER TR shareholders Q4 2016
NameSharesValueWeighting ↓
Millington Financial Advisors, LLC 34,002$2,654,5562.38%
Phoenix Holdings Ltd. 993,600$77,570,3521.42%
LGT Financial Advisors LLC 4,727$369,0370.47%
Royal Fund Management, LLC 39,370$3,073,5920.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 20,635$1,632,1450.35%
NTV ASSET MANAGEMENT LLC 24,470$1,910,3730.35%
MEANS INVESTMENT CO., INC. 18,438$1,439,4590.24%
Financial Advocates Investment Management 33,270$3,053,0640.22%
Stonebridge Financial Planning Group, LLC 3,501$273,3230.18%
Quantum Private Wealth, LLC 4,416$344,7580.16%
View complete list of SPDR SER TR shareholders