Joseph P. Lucia & Associates, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 172 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$41,000
+2.5%
2000.0%0.02%
+4.2%
Q3 2021$40,000
+5.3%
2000.0%0.02%
+4.3%
Q2 2021$38,000
+2.7%
2000.0%0.02%
+35.3%
Q1 2021$37,000
+8.8%
2000.0%0.02%
-29.2%
Q4 2020$34,000
+54.5%
2000.0%0.02%
+20.0%
Q2 2020$22,000
+29.4%
2000.0%0.02%
+5.3%
Q1 2020$17,000
-19.0%
2000.0%0.02%0.0%
Q4 2019$21,0002000.02%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 132,720$24,259,0005.07%
Sterling Manor Financial, LLC 29,756$5,439,0004.84%
Beaumont Asset Management, L.L.C. 16,977$3,103,0002.60%
Adams Wealth Management 28,075$5,132,0002.36%
CHEMUNG CANAL TRUST CO 54,778$10,012,0002.01%
McGuire Investment Group, LLC 42,583$7,783,0001.64%
Miller Investment Management, LP 31,098$5,684,0001.05%
FIRST INTERSTATE BANCSYSTEM INC 45,751$8,362,0000.99%
Fulcrum Equity Management 10,943$2,000,0000.79%
Game Plan Financial Advisors, LLC 5,971$1,098,0000.71%
View complete list of SPDR SER TR shareholders