Independent Advisor Alliance - 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
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 Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 244,225$50,664,00015.43%
Arlington Capital Management, Inc. 4,713$978,0003.97%
Beaumont Asset Management, L.L.C. 19,547$4,055,0002.74%
Adams Wealth Management 39,957$8,289,0002.71%
MinichMacGregor Wealth Management, LLC 37,233$7,723,0002.47%
THEORY FINANCIAL LLC 16,620$3,448,0002.28%
CHEMUNG CANAL TRUST CO 53,884$11,178,0002.17%
McGuire Investment Group, LLC 42,231$8,761,0001.61%
FIRST INTERSTATE BANK 66,414$13,778,0001.29%
JMAC ENTERPRISES LLC 17,573$3,646,0000.86%
View complete list of SPDR SER TR shareholders