XML Financial, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 227 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$783,656
-5.5%
24,142
-2.6%
0.09%
-2.1%
Q2 2023$829,308
-1.1%
24,778
+0.3%
0.10%
-5.9%
Q1 2023$838,836
-10.0%
24,701
-13.0%
0.10%
-12.8%
Q4 2022$932,189
-14.7%
28,403
-9.4%
0.12%
-23.0%
Q3 2022$1,093,000
-5.4%
31,347
-2.8%
0.15%
-41.8%
Q2 2022$1,156,000
-4.4%
32,254
+4.1%
0.26%
+81.2%
Q1 2022$1,209,000
-12.6%
30,994
-3.9%
0.14%
-13.8%
Q4 2021$1,383,000
-4.8%
32,239
-3.5%
0.17%
-13.9%
Q3 2021$1,452,000
+0.1%
33,418
+1.9%
0.19%
-39.2%
Q2 2021$1,451,000
+0.8%
32,808
-1.0%
0.32%
-9.1%
Q1 2021$1,439,000
+5.1%
33,134
+7.5%
0.35%
-1.1%
Q4 2020$1,369,000
+5.1%
30,824
+2.8%
0.36%
-12.8%
Q3 2020$1,303,000
+34.9%
29,971
+29.8%
0.41%
+21.5%
Q2 2020$966,000
+22.7%
23,090
+14.9%
0.34%
-1.5%
Q1 2020$787,000
+35.0%
20,088
+80.9%
0.34%
+60.4%
Q4 2019$583,00011,1060.21%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders