Selective Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 57 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$2,000
-60.0%
50
-66.7%
0.00%
-50.0%
Q2 2022$5,000
-28.6%
1500.0%0.00%
-33.3%
Q1 2022$7,000
-12.5%
1500.0%0.00%0.0%
Q4 2021$8,0000.0%1500.0%0.00%
-25.0%
Q3 2021$8,000
+33.3%
150
+50.0%
0.00%
-20.0%
Q2 2021$6,0001000.01%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Founders Capital Management 22,126$1,212,0000.83%
VALLEY NATIONAL ADVISERS INC 38,168$2,090,0000.38%
NWAM LLC 35,059$1,920,0000.17%
PSI Advisors, LLC 5,717$313,0000.14%
Laidlaw Wealth Management LLC 9,139$500,0000.13%
RETIREMENT CAPITAL STRATEGIES 5,895$323,0000.12%
OPTIMUM INVESTMENT ADVISORS 3,093$169,0000.07%
Gladstone Institutional Advisory LLC 8,633$4730.05%
Tidal Investments LLC 20,844$1,141,0000.04%
Fort Point Capital Partners LLC 4,775$261,0000.04%
View complete list of SPDR SER TR shareholders