Pensionmark Financial Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 118 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$281,547
-20.7%
3,6060.0%0.06%
-18.8%
Q2 2023$354,864
+5.1%
3,6060.0%0.07%
-1.4%
Q1 2023$337,590
+3.1%
3,606
-1.0%
0.07%
-6.7%
Q4 2022$327,590
+5.3%
3,6440.0%0.08%
+1.4%
Q3 2022$311,000
-12.1%
3,6440.0%0.07%0.0%
Q2 2022$354,000
-17.3%
3,644
-4.7%
0.07%
-16.9%
Q1 2022$428,000
+4.6%
3,8240.0%0.09%
+3.5%
Q4 2021$409,000
-14.4%
3,824
+0.2%
0.09%
-20.4%
Q3 2021$478,000
+7.2%
3,818
+10.6%
0.11%
+5.9%
Q2 2021$446,000
+21.2%
3,451
+7.9%
0.10%
+14.6%
Q1 2021$368,000
+36.3%
3,197
+52.7%
0.09%
+30.9%
Q4 2020$270,0002,0940.07%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 47,540$5,326,0005.14%
PACIFIC SUN FINANCIAL CORP 20,227$2,266,0001.24%
Royal Fund Management, LLC 59,587$6,676,0000.97%
Certified Advisory Corp 36,382$4,076,0000.87%
Blackston Financial Advisory Group, LLC 7,946$994,0000.65%
Integrity Financial Corp /WA 5,703$639,0000.52%
NTV ASSET MANAGEMENT LLC 26,590$2,979,0000.50%
Bell Rock Capital LLC 4,568$495,0000.46%
MEANS INVESTMENT CO., INC. 22,052$2,471,0000.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$6,091,0000.42%
View complete list of SPDR SER TR shareholders