Meridian Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 44 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Meridian Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$1,164,000
-14.1%
7,598
+7.0%
0.13%
-12.4%
Q4 2021$1,355,000
-7.7%
7,098
+4.3%
0.14%
-19.9%
Q3 2021$1,468,000
-2.6%
6,806
+2.1%
0.18%
-5.7%
Q2 2021$1,507,000
+26.5%
6,667
+17.0%
0.19%
+11.0%
Q1 2021$1,191,000
+3.3%
5,696
+6.2%
0.17%
-5.5%
Q4 2020$1,153,000
+42.5%
5,365
+11.9%
0.18%
-7.6%
Q3 2020$809,0004,7950.20%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
KWMG, LLC 26,841$3,320,6590.42%
Kaizen Financial Strategies 2,737$338,6200.29%
MONEY CONCEPTS CAPITAL CORP 10,220$1,264,3780.13%
Moloney Securities Asset Management, LLC 2,740$338,9820.06%
Foundations Investment Advisors, LLC 14,388$1,779,9620.06%
Geneos Wealth Management Inc. 7,221$893,3820.05%
TSFG, LLC 994$1230.04%
Good Life Advisors, LLC 2,614$323,4750.04%
Cornerstone Wealth Management, LLC 1,920$237,5540.02%
Perigon Wealth Management, LLC 2,572$318,1970.01%
View complete list of SPDR SER TR shareholders