BELLEVUE ASSET MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
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 Q4 2020
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 55,700$4,445,0006.26%
CUMBERLAND ADVISORS INC 65,950$5,263,0003.22%
Price Capital Management, Inc. 11,361$907,0002.17%
CUE ADVISORY SERVICES, INC. 30,850$2,462,0001.71%
Paradigm Financial Advisors, LLC 70,606$5,308,0001.31%
CREATIVE FINANCIAL DESIGNS INC /ADV 20,750$1,656,0000.95%
Private Advisory Group LLC 10,719$855,0000.51%
B. Riley Wealth Advisors, Inc. 27,860$2,223,0000.37%
Pacific Wealth Strategies Group, Inc. 5,188$414,0000.33%
StoneX Group Inc. 3,145$251,0000.31%
View complete list of SPDR SER TR shareholders