Valeo Financial Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 270 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 3.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2021$12,000
+20.0%
1710.0%0.00%0.0%
Q4 2020$10,000
+11.1%
1710.0%0.00%0.0%
Q3 2020$9,000
+12.5%
1710.0%0.00%0.0%
Q2 2020$8,000
+33.3%
1710.0%0.00%0.0%
Q1 2020$6,000
-25.0%
1710.0%0.00%0.0%
Q4 2019$8,0000.0%1710.0%0.00%0.0%
Q3 2019$8,000
+14.3%
1710.0%0.00%0.0%
Q2 2019$7,0000.0%1710.0%0.00%0.0%
Q1 2019$7,000
+16.7%
1710.0%0.00%0.0%
Q4 2018$6,0000.0%1710.0%0.00%0.0%
Q3 2018$6,000
-14.3%
1710.0%0.00%0.0%
Q2 2018$7,0000.0%1710.0%0.00%0.0%
Q1 2018$7,000
-12.5%
1710.0%0.00%0.0%
Q4 2017$8,000
+14.3%
1710.0%0.00%
-50.0%
Q3 2017$7,0001710.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders