SPDR SERIES TRUST's ticker is XTL and the CUSIP is 78464A540.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,229 | +0.0% | 1,117 | +9.4% | 0.02% | +5.3% |
| Q2 2023 | $79,220 | -0.1% | 1,021 | +4.4% | 0.02% | -5.0% |
| Q1 2023 | $79,277 | -7.1% | 978 | -6.5% | 0.02% | -9.1% |
| Q4 2022 | $85,364 | +6.7% | 1,046 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $80,000 | +196.3% | 1,046 | +161.5% | 0.02% | +37.5% |
| Q2 2019 | $27,000 | -3.6% | 400 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $28,000 | +12.0% | 400 | 0.0% | 0.02% | -5.6% |
| Q4 2018 | $25,000 | – | 400 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 28,066 | $1,991 | 1.30% |
| Financial Services Advisory Inc | 10,909 | $773,775 | 0.38% |
| Waldron Private Wealth LLC | 49,518 | $3,512 | 0.18% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 13,838 | $981,534 | 0.14% |
| Cape Investment Advisory, Inc. | 1,654 | $117,318 | 0.07% |
| Financial Freedom, LLC | 762 | $54,069 | 0.04% |
| Steward Partners Investment Advisory, LLC | 20,054 | $1,422,403 | 0.02% |
| CITY HOLDING CO | 1,545 | $109,582 | 0.02% |
| Prestige Wealth Management Group LLC | 1,117 | $79,229 | 0.02% |
| Carmichael Hill & Associates, Inc. | 170 | $12,059 | 0.01% |