Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 48 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,815
-6.3%
470.0%0.00%
Q2 2023$6,206
+10.4%
470.0%0.00%
Q1 2023$5,621
+19.3%
470.0%0.00%
Q4 2022$4,711
+371.1%
47
+571.4%
0.00%
Q3 2022$1,0000.0%70.0%0.00%
Q2 2022$1,0000.0%70.0%0.00%
Q1 2022$1,000
-50.0%
7
-30.0%
0.00%
Q4 2021$2,0000.0%100.0%0.00%
Q3 2021$2,0000.0%10
+42.9%
0.00%
Q2 2021$2,000
-99.9%
7
-50.0%
0.00%
Q1 2021$2,926,000
+97433.3%
14
-6.7%
0.00%
Q4 2020$3,0000.0%150.0%0.00%
Q3 2020$3,000150.00%
Other shareholders
SPDR SER TR shareholders Q3 2020
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