BELLEVUE ASSET MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 183 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$37,213
-0.3%
265
-0.4%
0.02%0.0%
Q1 2024$37,343
+3.8%
266
+0.4%
0.02%
-34.4%
Q4 2023$35,980
+20.9%
2650.0%0.03%
+60.0%
Q3 2023$29,765
-7.7%
2650.0%0.02%0.0%
Q2 2023$32,260
+4.0%
2650.0%0.02%
-4.8%
Q1 2023$31,025
+7.3%
2650.0%0.02%
-4.5%
Q4 2022$28,916
+15.7%
2650.0%0.02%
+15.8%
Q3 2022$25,000
+4.2%
265
+10.4%
0.02%
+11.8%
Q2 2022$24,000
-20.0%
2400.0%0.02%
-5.6%
Q1 2022$30,000
-41.2%
240
-45.5%
0.02%
-40.0%
Q4 2021$51,000
-3.8%
4400.0%0.03%
-6.2%
Q3 2021$53,000
-8.6%
4400.0%0.03%
-8.6%
Q2 2021$58,000
+16.0%
440
+10.0%
0.04%
+12.9%
Q1 2021$50,000
+4.2%
4000.0%0.03%
+6.9%
Q4 2020$48,000
+37.1%
4000.0%0.03%
+20.8%
Q3 2020$35,0000.0%4000.0%0.02%
-33.3%
Q2 2020$35,000
+12.9%
4000.0%0.04%
+12.5%
Q1 2020$31,000
-29.5%
4000.0%0.03%
-5.9%
Q4 2019$44,0004000.03%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 204,745$23,847,0005.00%
Lee Financial Group Hawaii, Inc. 44,549$5,189,0003.77%
SFI Advisors, LLC 20,891$2,414,0002.13%
Engrave Wealth Partners LLC 52,380$6,101,0001.76%
PACIFIC SUN FINANCIAL CORP 20,025$2,332,0001.24%
Cavalier Investments, LLC 39,739$4,628,0001.20%
Legacy Wealth Planning, LLC 6,445$751,0000.86%
Spectrum Wealth Advisory Group, LLC 7,749$902,0000.80%
JMAC ENTERPRISES LLC 29,059$3,269,0000.77%
HBW ADVISORY SERVICES LLC 26,250$3,057,0000.71%
View complete list of SPDR SER TR shareholders