Concentrum Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$240,542
-27.4%
1,087
-31.6%
0.15%
-37.4%
Q1 2023$331,497
-34.1%
1,589
-47.2%
0.25%
-45.3%
Q4 2022$502,8613,0070.45%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 244,225$50,664,00015.43%
Arlington Capital Management, Inc. 4,713$978,0003.97%
Beaumont Asset Management, L.L.C. 19,547$4,055,0002.74%
Adams Wealth Management 39,957$8,289,0002.71%
MinichMacGregor Wealth Management, LLC 37,233$7,723,0002.47%
THEORY FINANCIAL LLC 16,620$3,448,0002.28%
CHEMUNG CANAL TRUST CO 53,884$11,178,0002.17%
McGuire Investment Group, LLC 42,231$8,761,0001.61%
FIRST INTERSTATE BANK 66,414$13,778,0001.29%
JMAC ENTERPRISES LLC 17,573$3,646,0000.86%
View complete list of SPDR SER TR shareholders