WJ Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 54 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
WJ Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$359,000
-11.1%
1,8680.0%0.22%
-20.1%
Q3 2021$404,000
-3.6%
1,868
+0.8%
0.27%
-79.3%
Q2 2021$419,000
-45.7%
1,853
-49.8%
1.30%
-45.9%
Q1 2021$771,000
-27.0%
3,690
-24.8%
2.40%
-27.0%
Q4 2020$1,056,000
+14.5%
4,910
-10.0%
3.28%
+10.0%
Q3 2020$922,000
-79.0%
5,458
-81.9%
2.99%
-3.2%
Q2 2020$4,397,000
+1964.3%
30,169
+1504.7%
3.08%
+474.3%
Q4 2019$213,0001,8800.54%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Good Life Advisors, LLC 64,493$6,463,9430.89%
KWMG, LLC 23,844$2,389,7910.34%
FLAGSHIP HARBOR ADVISORS, LLC 24,163$2,421,7940.25%
Moloney Securities Asset Management, LLC 3,062$306,8920.07%
Geneos Wealth Management Inc. 7,221$723,7610.04%
TSFG, LLC 1,008$1010.04%
LPL Financial LLC 154,278$15,462,6970.01%
BEACON INVESTMENT ADVISORY SERVICES, INC. 2,098$210,2740.01%
Perigon Wealth Management, LLC 2,466$247,1580.01%
SALEM INVESTMENT COUNSELORS INC 1,572$157,5550.01%
View complete list of SPDR SER TR shareholders