Costello Asset Management, INC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XTN and the CUSIP is 78464A532. A total of 85 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.0%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2024$4,493
+1.5%
530.0%0.00%
-25.0%
Q4 2023$4,425
+11.4%
530.0%0.00%0.0%
Q3 2023$3,971
-10.5%
530.0%0.00%0.0%
Q2 2023$4,438
+15.5%
530.0%0.00%0.0%
Q1 2023$3,841
+7.8%
530.0%0.00%
+33.3%
Q4 2022$3,562
+18.7%
530.0%0.00%0.0%
Q3 2022$3,000
-25.0%
530.0%0.00%0.0%
Q2 2022$4,000
-20.0%
530.0%0.00%0.0%
Q1 2022$5,0000.0%530.0%0.00%0.0%
Q4 2021$5,0000.0%530.0%0.00%0.0%
Q3 2021$5,0000.0%530.0%0.00%0.0%
Q2 2021$5,000530.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 77,307$8,219,0005.52%
SUMMIT CAPITAL MANAGEMENT LLC 117,291$12,469,0005.02%
DOCK STREET ASSET MANAGEMENT INC 80,752$8,585,0004.88%
MATHER GROUP, LLC. 145,812$15,501,0004.08%
STRINGER ASSET MANAGEMENT, LLC 31,578$3,357,0003.83%
HOLLENCREST CAPITAL MANAGEMENT 210,461$22,374,0002.96%
Polaris Wealth Advisory Group, LLC 115,225$12,250,0002.23%
Pinnacle Advisory Group, Inc. 183,822$19,542,0001.75%
Financial Management Professionals, Inc. 34,249$3,641,0001.71%
Eagle Capital Management, LLC 26,711$2,840,0001.50%
View complete list of SPDR SERIES TRUST shareholders