Center for Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 95 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
Center for Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$13,506
-4.0%
1600.0%0.00%0.0%
Q1 2024$14,071
+4.4%
1600.0%0.00%0.0%
Q4 2023$13,482
+7.9%
1600.0%0.00%
-33.3%
Q3 2023$12,492
-20.7%
1600.0%0.00%0.0%
Q2 2023$15,744
+5.1%
1600.0%0.00%0.0%
Q1 2023$14,978
+4.1%
1600.0%0.00%0.0%
Q4 2022$14,382
+2.7%
1600.0%0.00%
-25.0%
Q3 2022$14,0000.0%1600.0%0.00%0.0%
Q2 2022$14,000
-22.2%
1600.0%0.00%0.0%
Q1 2022$18,000
-5.3%
1600.0%0.00%0.0%
Q4 2021$19,000
-5.0%
1600.0%0.00%
-20.0%
Q3 2021$20,000
-4.8%
1600.0%0.01%0.0%
Q2 2021$21,000
+10.5%
1600.0%0.01%0.0%
Q1 2021$19,000
+5.6%
1600.0%0.01%0.0%
Q4 2020$18,0001600.01%
Other shareholders
SPDR SER TR shareholders Q2 2024
NameSharesValueWeighting ↓
SFI Advisors, LLC 41,171$3,475,2322.68%
LGT Financial Advisors LLC 4,727$399,0050.84%
PACIFIC SUN FINANCIAL CORP 13,961$1,178,4440.70%
Solutions 4 Wealth, Ltd 3,535$298,3880.68%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 20,635$1,741,3310.47%
NTV ASSET MANAGEMENT LLC 18,660$1,575,0850.22%
Clear Creek Financial Management, LLC 17,959$1,515,8980.18%
Royal Fund Management, LLC 26,934$2,274,5110.18%
Meridian Financial, LLC 2,601$219,5500.16%
MGB Wealth Management, LLC 4,154$360,5090.14%
View complete list of SPDR SER TR shareholders