Arkadios Wealth Advisors - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 80 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$11,000
-8.3%
2500.0%0.00%
+100.0%
Q2 2021$12,0000.0%2500.0%0.00%
-50.0%
Q1 2021$12,000
-7.7%
2500.0%0.00%
-33.3%
Q4 2020$13,0002500.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 28,511$1,291,0001.50%
VISTA INVESTMENT MANAGEMENT 5,737$260,0000.14%
Wharton Business Group, LLC 50,210$2,273,0000.14%
Fullerton Fund Management Co Ltd. 48,627$2,201,0000.12%
FIRST CITIZENS BANK & TRUST CO 48,330$2,188,0000.08%
IHT Wealth Management, LLC 13,121$594,0000.04%
NWAM LLC 11,748$532,0000.04%
MAI Capital Management 52,287$2,367,0000.04%
Ameritas Advisory Services, LLC 14,598$661,0000.02%
First National Bank of South Miami 840$38,0000.02%
View complete list of SPDR SERIES TRUST shareholders