Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$93,155
-7.8%
8310.0%0.00%
-50.0%
Q2 2023$100,991
+2.4%
831
-1.5%
0.00%0.0%
Q1 2023$98,672
+6.2%
8440.0%0.00%0.0%
Q4 2022$92,882
+20.6%
8440.0%0.00%
+100.0%
Q3 2022$77,000
-17.2%
844
-8.5%
0.00%
-50.0%
Q2 2022$93,000
-17.7%
922
+2.0%
0.00%0.0%
Q1 2022$113,000
+16.5%
904
+8.8%
0.00%
+100.0%
Q4 2021$97,000
+24.4%
831
+27.1%
0.00%0.0%
Q3 2021$78,000
-2.5%
654
+8.6%
0.00%0.0%
Q2 2021$80,000
-100.0%
602
-75.1%
0.00%
-66.7%
Q1 2021$303,898,000
+460351.5%
2,420
+318.0%
0.00%
+200.0%
Q4 2020$66,000
+29.4%
5790.0%0.00%0.0%
Q3 2020$51,0000.0%5790.0%0.00%0.0%
Q2 2020$51,000
+15.9%
5790.0%0.00%
-50.0%
Q1 2020$44,000
-69.2%
579
-55.9%
0.00%
-50.0%
Q4 2019$143,000
+60.7%
1,313
+56.7%
0.00%
+33.3%
Q3 2019$89,000
+89.4%
838
+85.0%
0.00%
+50.0%
Q2 2019$47,000
-58.4%
453
-60.2%
0.00%
-60.0%
Q3 2018$113,0001,1380.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 55,700$4,445,0006.26%
CUMBERLAND ADVISORS INC 65,950$5,263,0003.22%
Price Capital Management, Inc. 11,361$907,0002.17%
CUE ADVISORY SERVICES, INC. 30,850$2,462,0001.71%
Paradigm Financial Advisors, LLC 70,606$5,308,0001.31%
CREATIVE FINANCIAL DESIGNS INC /ADV 20,750$1,656,0000.95%
Private Advisory Group LLC 10,719$855,0000.51%
B. Riley Wealth Advisors, Inc. 27,860$2,223,0000.37%
Pacific Wealth Strategies Group, Inc. 5,188$414,0000.33%
StoneX Group Inc. 3,145$251,0000.31%
View complete list of SPDR SER TR shareholders