AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 92 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$553,283
-12.8%
7,087
+9.9%
0.00%
-25.0%
Q2 2023$634,485
-93.6%
6,448
-94.5%
0.00%
-98.2%
Q4 2019$9,983,000
+152.3%
116,558
+129.9%
0.22%
+90.4%
Q3 2019$3,957,000
-49.3%
50,691
-46.9%
0.11%
-51.5%
Q2 2019$7,809,000
+243.1%
95,424
+236.8%
0.24%
+48.7%
Q1 2019$2,276,00028,3320.16%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Millington Financial Advisors, LLC 34,002$2,654,5562.38%
Phoenix Holdings Ltd. 993,600$77,570,3521.42%
LGT Financial Advisors LLC 4,727$369,0370.47%
Royal Fund Management, LLC 39,370$3,073,5920.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 20,635$1,632,1450.35%
NTV ASSET MANAGEMENT LLC 24,470$1,910,3730.35%
MEANS INVESTMENT CO., INC. 18,438$1,439,4590.24%
Financial Advocates Investment Management 33,270$3,053,0640.22%
Stonebridge Financial Planning Group, LLC 3,501$273,3230.18%
Quantum Private Wealth, LLC 4,416$344,7580.16%
View complete list of SPDR SER TR shareholders