IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.35 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$312,508
-43.3%
2,463
-52.0%
0.01%
+16.7%
Q2 2023$551,230
+163.3%
5,128
+100.0%
0.01%
+33.3%
Q1 2023$209,324
+96362.7%
2,564
-4.7%
0.01%
+50.0%
Q4 2022$217
-99.9%
2,690
-11.2%
0.01%0.0%
Q3 2022$244,0000.0%3,0300.0%0.01%
-25.0%
Q2 2022$244,000
-47.4%
3,030
-47.3%
0.01%
+33.3%
Q1 2022$464,000
+123.1%
5,754
+362.2%
0.01%
+50.0%
Q4 2021$208,000
-1.9%
1,2450.0%0.00%0.0%
Q3 2021$212,0000.0%1,2450.0%0.00%0.0%
Q2 2021$212,000
+8.2%
1,2450.0%0.00%0.0%
Q1 2021$196,000
-53.3%
1,245
-54.3%
0.00%
-76.5%
Q4 2020$420,000
+29.6%
2,7240.0%0.02%
-10.5%
Q3 2020$324,000
+136.5%
2,724
+118.8%
0.02%
+72.7%
Q2 2020$137,0001,2450.01%
Q1 2020$00
-100.0%
0.00%
Q2 2018$020.0%0.00%
Q1 2018$020.0%0.00%
Q4 2017$020.0%0.00%
Q3 2017$020.0%0.00%
Q2 2017$020.0%0.00%
Q1 2017$020.0%0.00%
Q4 2016$020.0%0.00%
Q3 2016$020.0%0.00%
Q2 2016$020.0%0.00%
Q4 2015$020.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 54,144$6,869,8541.32%
New Legacy Group, LLC 2,299$291,7000.80%
Newbridge Financial Services Group, Inc. 4,096$519,7050.26%
Kaizen Financial Strategies 1,917$243,2800.21%
Quantum Private Wealth, LLC 3,277$415,8080.20%
Fort Point Capital Partners LLC 10,085$1,279,6030.20%
Northeast Financial Consultants Inc 19,912$2,526,4590.16%
Beacon Financial Advisory LLC 2,081$264,0300.15%
NTV ASSET MANAGEMENT LLC 5,825$739,0830.13%
LEUTHOLD GROUP, LLC 6,492$823,7130.12%
View complete list of SPDR SER TR shareholders