GREAT VALLEY ADVISOR GROUP, INC. - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$305,932
-72.4%
2,729
-78.4%
0.01%
-92.9%
Q2 2020$1,109,000
+219.6%
12,641
+297.4%
0.18%
+136.4%
Q4 2019$347,000
+30.0%
3,181
+27.4%
0.08%
+20.3%
Q3 2019$267,0002,4960.06%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 206,525$24,632,0005.69%
Lee Financial Group Hawaii, Inc. 48,042$5,730,0004.21%
American Financial Advisors, LLC 114,655$13,675,0001.83%
Engrave Wealth Partners LLC 48,165$5,745,0001.70%
PACIFIC SUN FINANCIAL CORP 18,937$2,259,0001.30%
Cavalier Investments, LLC 32,644$3,893,0001.23%
Spectrum Wealth Advisory Group, LLC 7,967$950,0000.94%
WT Wealth Management 19,580$2,335,0000.90%
Legacy Wealth Planning, LLC 6,445$769,0000.86%
HBW ADVISORY SERVICES LLC 25,877$3,086,0000.80%
View complete list of SPDR SER TR shareholders