Secure Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$400,421
+76.7%
3,425
+66.3%
0.13%
+65.4%
Q4 2022$226,597
+6.9%
2,059
+16.0%
0.08%
-22.9%
Q3 2021$212,000
-21.5%
1,775
-13.1%
0.10%
-23.4%
Q2 2021$270,0002,0430.14%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders