Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$14,559
-35.1%
152
-47.0%
0.00%
Q2 2023$22,435
+3.9%
2870.0%0.00%
Q1 2023$21,585
-1.6%
287
+4.4%
0.00%
Q4 2022$21,931
-0.3%
275
-31.2%
0.00%
Q3 2022$22,000
-74.7%
400
-72.7%
0.00%
-100.0%
Q2 2022$87,000
-39.2%
1,463
-23.0%
0.00%0.0%
Q1 2022$143,000
+57.1%
1,900
+2.9%
0.00%
+100.0%
Q4 2021$91,000
-11.7%
1,847
-2.8%
0.00%
-50.0%
Q3 2021$103,000
-12.7%
1,9000.0%0.00%0.0%
Q2 2021$118,000
-99.9%
1,900
-48.6%
0.00%0.0%
Q1 2021$196,776,000
+9838700.0%
3,696
+10770.6%
0.00%
Q4 2020$2,000
-33.3%
34
-71.7%
0.00%
Q3 2020$3,000
-25.0%
1200.0%0.00%
Q2 2020$4,000
+33.3%
120
-22.1%
0.00%
Q1 2020$3,0001540.00%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Maxi Investments CY Ltd 50,000$2,984,0002.13%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 16,564$989,0000.75%
WASHBURN CAPITAL MANAGEMENT, INC. 8,650$516,0000.44%
Financial Sense Advisors, Inc. 16,278$971,0000.36%
SPC Financial, Inc. 37,541$2,240,0000.28%
ArchPoint Investors 11,500$686,0000.27%
Syntal Capital Partners, LLC 8,701$519,0000.23%
Concorde Financial Corp 2,571$153,0000.17%
TWIN FOCUS CAPITAL PARTNERS, LLC 10,425$622,0000.14%
Prospera Financial Services Inc 17,541$1,047,0000.05%
View complete list of SPDR SER TR shareholders