Beacon Financial Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 146 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$208,000
-4.6%
1,8570.0%0.10%
-2.0%
Q4 2021$218,000
-6.0%
1,8570.0%0.10%
-16.5%
Q3 2021$232,000
-3.3%
1,8570.0%0.12%
-6.2%
Q2 2021$240,000
+8.1%
1,8570.0%0.13%
+1.6%
Q1 2021$222,000
+5.2%
1,8570.0%0.13%
-7.3%
Q4 2020$211,000
-15.6%
1,857
-27.9%
0.14%
-36.9%
Q3 2020$250,000
+15.7%
2,577
+6.6%
0.22%
-7.7%
Q2 2020$216,0002,4170.24%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 47,540$5,326,0005.14%
PACIFIC SUN FINANCIAL CORP 20,227$2,266,0001.24%
Royal Fund Management, LLC 59,587$6,676,0000.97%
Certified Advisory Corp 36,382$4,076,0000.87%
Blackston Financial Advisory Group, LLC 7,946$994,0000.65%
Integrity Financial Corp /WA 5,703$639,0000.52%
NTV ASSET MANAGEMENT LLC 26,590$2,979,0000.50%
Bell Rock Capital LLC 4,568$495,0000.46%
MEANS INVESTMENT CO., INC. 22,052$2,471,0000.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$6,091,0000.42%
View complete list of SPDR SER TR shareholders