BerganKDV Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 176 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 1.36 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 Q1 2022
NameSharesValueWeighting ↓
Cypress Capital Management LLC (WY) 20,135$1,691,0002.38%
Adams Wealth Management 15,689$1,317,0001.66%
Total Clarity Wealth Management, Inc. 12,625$1,060,0001.64%
Beaumont Asset Management, L.L.C. 16,155$1,356,0001.63%
McGuire Investment Group, LLC 41,022$3,445,0001.43%
Financial Management Professionals, Inc. 23,118$1,941,0000.82%
Game Plan Financial Advisors, LLC 6,115$520,0000.61%
Blue Chip Wealth Management, Inc. 3,790$318,0000.40%
BAROMETER CAPITAL MANAGEMENT INC. 14,300$1,200,771,0000.36%
Snowden Capital Advisors LLC 36,860$3,095,0950.34%
View complete list of SPDR SER TR shareholders