Engrave Wealth Partners LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Engrave Wealth Partners LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$4,789,000
-25.5%
47,597
-7.7%
2.12%
-11.7%
Q1 2022$6,429,000
+5.4%
51,560
-1.6%
2.40%
+36.3%
Q4 2021$6,101,000
+6.2%
52,380
+8.8%
1.76%
+3.8%
Q3 2021$5,745,000
-14.1%
48,165
-4.7%
1.70%
-15.9%
Q2 2021$6,688,00050,5482.02%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 8,691$46,200,00010.12%
Flaharty Asset Management, LLC 182,287$16,729,0003.67%
CUMBERLAND ADVISORS INC 69,620$5,817,0003.22%
PROFESSIONAL PLANNING 19,676$1,644,0003.00%
CUE ADVISORY SERVICES, INC. 30,105$2,516,0001.65%
Paradigm Financial Advisors, LLC 37,006$3,092,0001.40%
CENTAURUS FINANCIAL, INC. 22,626$1,891,0000.49%
Private Advisory Group LLC 10,482$876,0000.47%
Vanguard Capital Wealth Advisors 4,515$377,302,0000.47%
BREITER CAPITAL MANAGEMENT INC 3,605$301,0000.43%
View complete list of SPDR SER TR shareholders