Concord Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 86 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$6,000
-14.3%
500.0%0.00%0.0%
Q1 2022$7,000
-12.5%
500.0%0.00%0.0%
Q4 2021$8,000
-11.1%
500.0%0.00%
-50.0%
Q3 2021$9,0000.0%500.0%0.00%
+33.3%
Q2 2021$9,000
+12.5%
500.0%0.00%0.0%
Q1 2021$8,0000.0%500.0%0.00%
-50.0%
Q4 2020$8,000500.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 55,524$8,181,0001.50%
FIFTH THIRD SECURITIES, INC. 1,872$276,0000.82%
Kaizen Financial Strategies 4,930$726,0000.57%
LEVEL FOUR ADVISORY SERVICES, LLC 23,474$3,459,0000.27%
Fort Point Capital Partners LLC 10,931$1,611,0000.22%
Quantum Private Wealth, LLC 2,567$378,0000.16%
New Legacy Group, LLC 2,299$339,0000.13%
Snowden Capital Advisors LLC 21,334$3,143,0000.13%
Beacon Financial Advisory LLC 1,597$235,0000.11%
Bogart Wealth, LLC 8,352$1,231,0000.10%
View complete list of SPDR SER TR shareholders