WT Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.

Quarter-by-quarter ownership
WT Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$302,000
-14.9%
2,419
-20.7%
0.12%
-10.8%
Q4 2021$355,000
-84.8%
3,051
-84.4%
0.13%
-85.6%
Q3 2021$2,335,000
+0.9%
19,580
+11.9%
0.90%
-4.1%
Q2 2021$2,315,000
+4.9%
17,496
-0.4%
0.94%
-8.0%
Q1 2021$2,206,000
+12.2%
17,565
+2.5%
1.02%
-4.9%
Q4 2020$1,966,000
+56.3%
17,135
+18.9%
1.07%
+28.7%
Q3 2020$1,258,000
+0.1%
14,407
+0.5%
0.83%
-17.7%
Q2 2020$1,257,000
+32.5%
14,339
+14.8%
1.01%
+1.2%
Q1 2020$949,000
-25.6%
12,485
+6.8%
1.00%
+3.2%
Q4 2019$1,275,000
+11.4%
11,687
+9.0%
0.97%
-2.6%
Q3 2019$1,145,00010,7191.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
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