Avion Wealth - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 3.05 and the average weighting 0.0%.

Quarter-by-quarter ownership
Avion Wealth ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$180.0%4600.0%0.01%0.0%
Q2 2023$180.0%4600.0%0.01%0.0%
Q1 2023$180.0%4600.0%0.01%
-16.7%
Q4 2022$18
-99.9%
4600.0%0.01%0.0%
Q3 2022$18,000
-5.3%
4600.0%0.01%0.0%
Q2 2022$19,000
-9.5%
4600.0%0.01%0.0%
Q1 2022$21,0000.0%4600.0%0.01%0.0%
Q4 2021$21,000
-4.5%
4600.0%0.01%
-14.3%
Q3 2021$22,000
-8.3%
4600.0%0.01%0.0%
Q2 2021$24,000
+4.3%
4600.0%0.01%
-12.5%
Q1 2021$23,000
-4.2%
4600.0%0.01%0.0%
Q4 2020$24,000
+20.0%
4600.0%0.01%
+14.3%
Q3 2020$20,0004600.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 57,020$2,451,0001.35%
Financial Management Professionals, Inc. 74,145$3,187,0001.10%
Lionsbridge Wealth Management LLC 16,844$723,0000.81%
Wharton Business Group, LLC 120,830$5,193,0000.50%
VISTA INVESTMENT MANAGEMENT 9,077$390,0000.34%
BANK HAPOALIM BM 30,772$1,323,0000.31%
CX Institutional 40,552$1,743,0000.23%
FIRST CITIZENS BANK & TRUST CO 51,285$2,204,0000.18%
Brookstone Capital Management 50,311$2,162,0000.14%
Worth Venture Partners, LLC 4,673$201,0000.10%
View complete list of SPDR SERIES TRUST shareholders