Wealth Quarterback LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XPH and the CUSIP is 78464A722. A total of 78 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 3.05 and the average weighting 0.0%.

Quarter-by-quarter ownership
Wealth Quarterback LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$50,000
-26.5%
1,054
-18.9%
0.03%
-19.5%
Q2 2021$68,000
-99.1%
1,300
+543.6%
0.04%
+485.7%
Q1 2020$7,270,000
-28.1%
202
-8.6%
0.01%
-22.2%
Q4 2019$10,109,0002210.01%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Hochman Cole Investment Advisors, Inc. 54,892$2,764,0001.16%
Lionsbridge Wealth Management LLC 23,307$1,173,0001.14%
Wharton Business Group, LLC 84,325$4,246,0000.33%
Robinson Value Management, Ltd. 6,944$350,0000.29%
VISTA INVESTMENT MANAGEMENT 6,742$339,0000.21%
FACTORY MUTUAL INSURANCE CO 210,000$10,574,0000.14%
FIRST CITIZENS BANK & TRUST CO 47,441$2,389,0000.11%
BANK HAPOALIM BM 13,542$682,0000.09%
NWAM LLC 16,328$822,0000.08%
Moloney Securities Asset Management, LLC 7,906$398,0000.08%
View complete list of SPDR SERIES TRUST shareholders