Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 115 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,558
-20.7%
840.0%0.00%
Q2 2023$8,266
-17.5%
84
-21.5%
0.00%
Q1 2023$10,016
+68.8%
107
+62.1%
0.00%
Q4 2022$5,933
-1.1%
660.0%0.00%
Q3 2022$6,0000.0%660.0%0.00%
Q2 2022$6,000
-14.3%
660.0%0.00%
Q1 2022$7,000
-12.5%
660.0%0.00%
Q4 2021$8,0000.0%660.0%0.00%
Q3 2021$8,0000.0%66
+3.1%
0.00%
Q2 2021$8,000
-100.0%
64
-89.8%
0.00%
-100.0%
Q1 2021$75,120,000
+1073042.9%
628
+881.2%
0.00%
Q4 2020$7,000
+16.7%
640.0%0.00%
Q3 2020$6,0000.0%640.0%0.00%
Q2 2020$6,000
+50.0%
640.0%0.00%
Q1 2020$4,000
-20.0%
640.0%0.00%
Q4 2019$5,0000.0%640.0%0.00%
Q3 2019$5,0000.0%640.0%0.00%
Q2 2019$5,000
-16.7%
640.0%0.00%
Q3 2018$6,000
+20.0%
640.0%0.00%
Q2 2018$5,000
+25.0%
640.0%0.00%
Q1 2018$4,0000.0%640.0%0.00%
Q4 2017$4,0000.0%640.0%0.00%
Q3 2017$4,000
+33.3%
640.0%0.00%
Q2 2017$3,0000.0%640.0%0.00%
Q1 2017$3,000640.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 47,540$5,326,0005.14%
PACIFIC SUN FINANCIAL CORP 20,227$2,266,0001.24%
Royal Fund Management, LLC 59,587$6,676,0000.97%
Certified Advisory Corp 36,382$4,076,0000.87%
Blackston Financial Advisory Group, LLC 7,946$994,0000.65%
Integrity Financial Corp /WA 5,703$639,0000.52%
NTV ASSET MANAGEMENT LLC 26,590$2,979,0000.50%
Bell Rock Capital LLC 4,568$495,0000.46%
MEANS INVESTMENT CO., INC. 22,052$2,471,0000.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$6,091,0000.42%
View complete list of SPDR SER TR shareholders