Kovitz Investment Group Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovitz Investment Group Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$346,725
-21.1%
3,093
-14.4%
0.01%0.0%
Q2 2023$439,331
+95199.6%
3,615
-8.3%
0.01%
-25.0%
Q1 2023$461
+3.6%
3,943
-2.6%
0.01%
-11.1%
Q4 2022$445
-99.9%
4,048
-12.4%
0.01%
-10.0%
Q3 2022$424,000
-10.2%
4,622
-1.4%
0.01%0.0%
Q2 2022$472,000
-43.4%
4,689
-29.9%
0.01%
-37.5%
Q1 2022$834,000
-42.1%
6,690
-46.7%
0.02%
-52.9%
Q4 2021$1,441,000
+43.4%
12,558
+49.0%
0.03%
+70.0%
Q3 2021$1,005,000
-25.8%
8,426
-17.7%
0.02%
-25.9%
Q2 2021$1,354,000
-2.9%
10,238
-7.7%
0.03%
-18.2%
Q1 2021$1,394,000
-3.3%
11,098
-11.6%
0.03%
-5.7%
Q4 2020$1,441,000
-17.9%
12,558
-37.5%
0.04%
-28.6%
Q3 2020$1,755,000
-19.9%
20,091
-19.6%
0.05%
-27.9%
Q2 2020$2,192,000
+4.0%
25,001
-9.7%
0.07%
-10.5%
Q1 2020$2,107,000
-37.7%
27,696
-10.7%
0.08%
-22.4%
Q4 2019$3,383,000
+34.0%
31,001
+31.2%
0.10%
+22.5%
Q3 2019$2,524,000
-19.1%
23,626
-21.2%
0.08%
-18.4%
Q2 2019$3,118,000
+9.6%
30,000
-3.2%
0.10%
+8.9%
Q1 2019$2,844,00030,9850.09%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 55,700$4,445,0006.26%
CUMBERLAND ADVISORS INC 65,950$5,263,0003.22%
Price Capital Management, Inc. 11,361$907,0002.17%
CUE ADVISORY SERVICES, INC. 30,850$2,462,0001.71%
Paradigm Financial Advisors, LLC 70,606$5,308,0001.31%
CREATIVE FINANCIAL DESIGNS INC /ADV 20,750$1,656,0000.95%
Private Advisory Group LLC 10,719$855,0000.51%
B. Riley Wealth Advisors, Inc. 27,860$2,223,0000.37%
Pacific Wealth Strategies Group, Inc. 5,188$414,0000.33%
StoneX Group Inc. 3,145$251,0000.31%
View complete list of SPDR SER TR shareholders