Ken Stern & Associates, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 138 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ken Stern & Associates, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2018$644,000
+14.4%
6,4650.0%0.28%
+7.7%
Q2 2018$563,000
+2.0%
6,465
+1.8%
0.26%
+7.0%
Q1 2018$552,000
+3.4%
6,351
-0.5%
0.24%
+4.3%
Q4 2017$534,000
+4.7%
6,386
-0.8%
0.23%
+3.6%
Q3 2017$510,000
+10.9%
6,440
-1.8%
0.22%
+7.1%
Q2 2017$460,000
+1.3%
6,558
-0.8%
0.21%
-1.4%
Q1 2017$454,000
+8.4%
6,6100.0%0.21%
-1.8%
Q4 2016$419,0006,6100.22%
Other shareholders
SPDR SER TR shareholders Q2 2018
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 207,895$20,916,0006.95%
Lee Financial Group Hawaii, Inc. 46,383$4,667,0004.55%
SFI Advisors, LLC 20,828$2,095,0002.32%
Engrave Wealth Partners LLC 47,597$4,789,0002.12%
Anson Capital, Inc. 18,541$1,866,0001.98%
PACIFIC SUN FINANCIAL CORP 21,224$2,135,0001.41%
Q3 Asset Management 18,271$1,838,0001.39%
Evolution Wealth Advisors, LLC 43,935$4,420,0001.12%
JMAC ENTERPRISES LLC 40,446$4,069,0001.05%
Legacy Wealth Planning, LLC 5,845$588,0000.84%
View complete list of SPDR SER TR shareholders