IHT Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 86 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$592,912
+6.0%
4,673
+11.4%
0.03%
+3.4%
Q2 2023$559,264
+15.3%
4,194
+6.4%
0.03%
+3.6%
Q1 2023$485,190
+111.6%
3,942
+86.9%
0.03%
+100.0%
Q4 2022$229,344
+7.2%
2,109
+5.4%
0.01%
-12.5%
Q3 2022$214,000
+0.5%
2,001
+4.3%
0.02%
-15.8%
Q2 2022$213,000
-24.7%
1,9180.0%0.02%
-9.5%
Q1 2022$283,000
-10.7%
1,9180.0%0.02%
-8.7%
Q4 2021$317,000
-11.5%
1,918
-7.9%
0.02%
-20.7%
Q3 2021$358,000
-3.2%
2,083
-3.3%
0.03%
+26.1%
Q2 2021$370,000
+12.8%
2,155
+3.5%
0.02%
-4.2%
Q1 2021$328,000
-72.5%
2,082
-93.9%
0.02%
-75.8%
Q4 2020$1,191,000
+400.4%
34,115
+1613.5%
0.10%
+312.5%
Q3 2020$238,0001,9910.02%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 55,250$6,131,0001.32%
Kaizen Financial Strategies 4,812$534,0000.53%
New Legacy Group, LLC 2,299$255,0000.52%
Caerus Investment Advisors, LLC 2,090$232,0000.28%
Fort Point Capital Partners LLC 10,511$1,166,0000.19%
Quantum Private Wealth, LLC 2,597$288,0000.17%
LEVEL FOUR ADVISORY SERVICES, LLC 13,638$1,513,0000.14%
TELEMUS CAPITAL, LLC 12,841$1,425,0000.14%
Bogart Wealth, LLC 8,834$980,0000.09%
TIEDEMANN ADVISORS, LLC 10,000$1,110,0000.08%
View complete list of SPDR SER TR shareholders