IFP Advisors, Inc - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 147 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$408,019
-53.5%
3,638
-64.1%
0.02%
-5.3%
Q2 2023$877,422
+202.9%
10,130
+80.7%
0.02%
+46.2%
Q1 2023$289,684
+72502.5%
5,607
-26.1%
0.01%
+18.2%
Q4 2022$399
-99.9%
7,586
-30.1%
0.01%
-26.7%
Q3 2022$569,000
+6.0%
10,851
+5.9%
0.02%
-11.8%
Q2 2022$537,000
-30.0%
10,245
-30.1%
0.02%
+70.0%
Q1 2022$767,000
+1157.4%
14,653
+2728.8%
0.01%
+900.0%
Q4 2021$61,000
+408.3%
518
+418.0%
0.00%
Q3 2021$12,000
-7.7%
1000.0%0.00%
Q2 2021$13,0000.0%1000.0%0.00%
Q1 2021$13,000
+18.2%
1000.0%0.00%
Q4 2020$11,000
+22.2%
1000.0%0.00%
-100.0%
Q3 2020$9,0000.0%1000.0%0.00%0.0%
Q2 2020$9,000
-35.7%
100
-44.8%
0.00%0.0%
Q1 2020$14,000
-84.6%
181
-78.8%
0.00%
-85.7%
Q4 2019$91,000
-35.0%
855
-35.2%
0.01%
-22.2%
Q3 2019$140,000
-2.8%
1,319
-15.7%
0.01%
-55.0%
Q1 2019$144,000
-69.2%
1,565
-74.0%
0.02%
-31.0%
Q4 2018$468,000
-20.7%
6,012
+1.5%
0.03%
+20.8%
Q3 2018$590,000
+85.0%
5,925
+61.6%
0.02%
+84.6%
Q2 2018$319,000
+21.8%
3,666
+17.0%
0.01%
+8.3%
Q1 2018$262,0000.0%3,1330.0%0.01%0.0%
Q4 2017$262,000
-20.8%
3,133
-24.4%
0.01%
-7.7%
Q3 2017$331,000
+21.7%
4,142
+7.3%
0.01%
+8.3%
Q2 2017$272,000
+34.0%
3,862
+27.3%
0.01%
+33.3%
Q1 2017$203,000
+244.1%
3,033
+226.8%
0.01%
+200.0%
Q4 2016$59,000
+247.1%
928
+227.9%
0.00%
+200.0%
Q3 2016$17,000
+6.2%
2830.0%0.00%0.0%
Q2 2016$16,000
-88.9%
283
-81.9%
0.00%
-95.0%
Q1 2016$144,000
+860.0%
1,565
+453.0%
0.02%
+1900.0%
Q4 2015$15,0002830.00%
Other shareholders
SPDR SER TR shareholders Q4 2018
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 206,525$24,632,0005.69%
Lee Financial Group Hawaii, Inc. 48,042$5,730,0004.21%
American Financial Advisors, LLC 114,655$13,675,0001.83%
Engrave Wealth Partners LLC 48,165$5,745,0001.70%
PACIFIC SUN FINANCIAL CORP 18,937$2,259,0001.30%
Cavalier Investments, LLC 32,644$3,893,0001.23%
Spectrum Wealth Advisory Group, LLC 7,967$950,0000.94%
WT Wealth Management 19,580$2,335,0000.90%
Legacy Wealth Planning, LLC 6,445$769,0000.86%
HBW ADVISORY SERVICES LLC 25,877$3,086,0000.80%
View complete list of SPDR SER TR shareholders