Soltis Investment Advisors LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 178 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Soltis Investment Advisors LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$470,424
-11.4%
2,4000.0%0.06%
-1.6%
Q2 2023$531,096
+6.4%
2,400
+0.3%
0.06%
-1.6%
Q1 2023$499,019
+24.8%
2,3920.0%0.06%
+18.9%
Q4 2022$400,0142,3920.05%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 289,286$22,712,00012.26%
McGuire Investment Group, LLC 40,696$3,195,0001.05%
BAROMETER CAPITAL MANAGEMENT INC. 57,000$4,475,0000.51%
Blue Chip Wealth Management, Inc. 3,787$297,0000.34%
Snowden Capital Advisors LLC 34,815$2,733,3480.30%
JUNCTURE WEALTH STRATEGIES, LLC 4,569$359,0000.28%
Livingston Group Asset Management CO (operating as Southport Capital Management) 7,243$569,0000.25%
StoneX Group Inc. 3,743$294,0000.22%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 18,172$1,447,0000.12%
Squar Milner Financial Services LLC 1,792$140,0000.10%
View complete list of SPDR SER TR shareholders