Newport Wealth Strategies, Inc. - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XNTK and the CUSIP is 78464A102. A total of 111 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$369,000
-1.6%
2,3600.0%0.22%
+2.8%
Q2 2021$375,000
+10.0%
2,3600.0%0.22%
+2.4%
Q1 2021$341,000
+21.8%
2,3600.0%0.21%
+1.0%
Q4 2020$280,000
-2.1%
2,3600.0%0.21%
-1.4%
Q3 2020$286,000
+21.7%
2,3600.0%0.21%
-0.5%
Q2 2020$235,000
+1.3%
2,360
-14.6%
0.21%
-27.7%
Q3 2018$232,000
-10.1%
2,765
+0.0%
0.30%
-1.0%
Q2 2018$258,000
-43.4%
2,764
-46.1%
0.30%
-16.2%
Q1 2018$456,000
-3.6%
5,124
+0.0%
0.36%
+5.3%
Q4 2017$473,0005,1230.34%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Auto-Owners Insurance Co 1,194,100$115,672,4674.22%
Financial Guidance Group, Inc. 10,097$978,0960.80%
CX Institutional 43,178$4,182,6530.25%
Latitude Advisors, LLC 3,150$305,1260.23%
COUNTRY CLUB BANK /GFN 20,241$1,960,7450.17%
PCG Wealth Advisors, LLC 2,726$264,1470.17%
PARSONS CAPITAL MANAGEMENT INC/RI 19,635$1,902,0420.16%
BAKER TILLY WEALTH MANAGEMENT, LLC 11,979$1,160,4060.14%
Koshinski Asset Management, Inc. 13,038$1,263,0200.12%
Institute for Wealth Management, LLC. 5,363$519,5140.11%
View complete list of SPDR SERIES TRUST shareholders