Independent Advisor Alliance - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 93 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 3.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$219,918
-13.9%
994
-18.8%
0.01%
-16.7%
Q1 2023$255,404
-8.8%
1,224
-26.9%
0.01%
-87.5%
Q4 2022$279,967
-49.6%
1,674
-54.2%
0.10%
+200.0%
Q3 2022$556,000
-5.9%
3,657
-6.2%
0.03%
-3.0%
Q2 2022$591,000
-30.6%
3,897
-5.2%
0.03%
-19.5%
Q1 2022$852,000
-13.3%
4,109
+1.6%
0.04%
-14.6%
Q4 2021$983,000
+237.8%
4,043
+16.6%
0.05%
+14.3%
Q1 2020$291,000
-49.8%
3,466
-36.7%
0.04%
+68.0%
Q4 2019$580,0005,4770.02%
Other shareholders
SPDR SER TR shareholders Q4 2019
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