9258 Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$341,905
-7.8%
3,0500.0%0.07%
-5.7%
Q2 2023$370,667
-0.9%
3,050
-4.7%
0.07%
-7.9%
Q1 2023$374,112
+6.2%
3,2000.0%0.08%0.0%
Q4 2022$352,160
+20.2%
3,2000.0%0.08%
+1.3%
Q3 2022$293,000
-9.0%
3,2000.0%0.08%
-9.6%
Q2 2022$322,000
-19.3%
3,2000.0%0.08%
-10.8%
Q1 2022$399,000
+7.0%
3,2000.0%0.09%
+8.1%
Q4 2021$373,000
-2.4%
3,2000.0%0.09%
-15.7%
Q3 2021$382,000
-9.7%
3,2000.0%0.10%
-10.5%
Q2 2021$423,000
+5.2%
3,2000.0%0.11%
-5.8%
Q1 2021$402,000
+9.5%
3,2000.0%0.12%
+0.8%
Q4 2020$367,000
+33.5%
3,200
-0.8%
0.12%
+15.4%
Q3 2020$275,000
-29.1%
3,225
-27.1%
0.10%
-33.8%
Q2 2020$388,000
+11.5%
4,4250.0%0.16%
+2.6%
Q1 2020$348,000
-28.0%
4,4250.0%0.15%
-13.6%
Q4 2019$483,0004,4250.18%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 55,700$4,445,0006.26%
CUMBERLAND ADVISORS INC 65,950$5,263,0003.22%
Price Capital Management, Inc. 11,361$907,0002.17%
CUE ADVISORY SERVICES, INC. 30,850$2,462,0001.71%
Paradigm Financial Advisors, LLC 70,606$5,308,0001.31%
CREATIVE FINANCIAL DESIGNS INC /ADV 20,750$1,656,0000.95%
Private Advisory Group LLC 10,719$855,0000.51%
B. Riley Wealth Advisors, Inc. 27,860$2,223,0000.37%
Pacific Wealth Strategies Group, Inc. 5,188$414,0000.33%
StoneX Group Inc. 3,145$251,0000.31%
View complete list of SPDR SER TR shareholders