EverSource Wealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 119 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$7,832
+11.9%
710.0%0.00%
-50.0%
Q3 2022$7,000
-12.5%
710.0%0.00%0.0%
Q2 2022$8,000
-11.1%
710.0%0.00%0.0%
Q1 2022$9,0000.0%710.0%0.00%
-33.3%
Q4 2021$9,000710.00%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 1,029,095$134,410,00036.19%
January Capital Advisors LLC 133,109$17,385,00013.81%
AFFINIA FINANCIAL GROUP, LLC 153,016$19,191,00012.48%
Great Point Wealth Advisors, LLC 156,382$20,425,0006.26%
SFMG, LLC 417,707$54,557,0005.30%
Goodman Advisory Group, LLC 104,739$13,680,0004.62%
Garrett Wealth Advisory Group, LLC 71,548$9,345,0004.53%
Financial Strategies Group, Inc. 81,451$10,638,0004.34%
Sage Mountain Advisors LLC 198,398$25,913,0003.11%
COLONY GROUP LLC 1,120,788$146,386,0002.57%
View complete list of SPDR SER TR shareholders