Concord Wealth Partners - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 72 filers reported holding SPDR SER TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 53,831$6,624,9811.32%
New Legacy Group, LLC 2,299$282,9380.80%
Caerus Investment Advisors, LLC 2,090$257,2160.30%
Kaizen Financial Strategies 2,056$253,0700.25%
Empowered Funds, LLC 33,948$4,177,9800.25%
Householder Group Estate & Retirement Specialist, LLC 4,656$5730.22%
Quantum Private Wealth, LLC 3,177$391,0110.21%
Fort Point Capital Partners LLC 10,309$1,268,6900.19%
Northeast Financial Consultants Inc 21,895$2,694,6180.17%
Beacon Financial Advisory LLC 2,079$255,8930.16%
View complete list of SPDR SER TR shareholders