Fulcrum Equity Management - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 130 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$5,226,362
+1124.0%
25,052
+1116.1%
2.45%
+869.6%
Q1 2022$427,000
-24.8%
2,060
-11.9%
0.25%
+19.3%
Q4 2021$568,000
-71.6%
2,338
-78.6%
0.21%
-73.2%
Q1 2021$2,000,000
-45.4%
10,943
-49.0%
0.79%
-45.9%
Q4 2020$3,664,000
+31.2%
21,452
-3.4%
1.46%
+12.8%
Q3 2020$2,792,000
+407.6%
22,209
+351.7%
1.30%
+398.1%
Q2 2020$550,0004,9170.26%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Cypress Capital Management LLC (WY) 20,135$1,691,0002.38%
Adams Wealth Management 15,689$1,317,0001.66%
Total Clarity Wealth Management, Inc. 12,625$1,060,0001.64%
Beaumont Asset Management, L.L.C. 16,155$1,356,0001.63%
McGuire Investment Group, LLC 41,022$3,445,0001.43%
Financial Management Professionals, Inc. 23,118$1,941,0000.82%
Game Plan Financial Advisors, LLC 6,115$520,0000.61%
Blue Chip Wealth Management, Inc. 3,790$318,0000.40%
BAROMETER CAPITAL MANAGEMENT INC. 14,300$1,200,771,0000.36%
Snowden Capital Advisors LLC 36,860$3,095,0950.34%
View complete list of SPDR SER TR shareholders