BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 130 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$664
+6.1%
30.0%0.00%
Q1 2023$626
+24.7%
30.0%0.00%
Q4 2022$50230.0%0.00%
Q3 2022$030.0%0.00%
Q2 2022$0
-100.0%
30.0%0.00%
Q1 2022$1,0000.0%30.0%0.00%
Q4 2021$1,0000.0%30.0%0.00%
Q3 2021$1,0000.0%30.0%0.00%
Q2 2021$1,0000.0%30.0%0.00%
Q1 2021$1,0000.0%30.0%0.00%
Q4 2020$1,00030.0%0.00%
Q3 2020$030.0%0.00%
Q2 2020$030.0%0.00%
Q1 2020$030.0%0.00%
Q4 2019$03
-25.0%
0.00%
Q3 2019$040.0%0.00%
Q2 2019$040.0%0.00%
Q1 2019$040.0%0.00%
Q4 2018$040.0%0.00%
Q3 2018$040.0%0.00%
Q2 2018$040.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hobart Private Capital, LLC 51,417$10,078,2463.83%
SFI Advisors, LLC 18,950$3,714,3903.63%
Adams Wealth Management 46,775$9,168,3673.11%
Beaumont Asset Management, L.L.C. 15,308$3,000,5902.46%
THEORY FINANCIAL LLC 17,730$3,475,2572.04%
McGuire Investment Group, LLC 41,185$8,072,6721.56%
Intrepid Financial Planning Group LLC 14,446$2,831,5601.47%
Smart Money Group LLC 13,543$2,654,6311.26%
CHEMUNG CANAL TRUST CO 27,738$5,436,9241.25%
Global Assets Advisory, LLC 5,846$1,145,9661.01%
View complete list of SPDR SER TR shareholders