Kestra Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 244 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,697,418
-2.5%
15,142
+5.7%
0.02%0.0%
Q2 2023$1,741,039
+33.8%
14,326
+28.7%
0.02%
+21.4%
Q1 2023$1,301,711
-49.2%
11,135
-52.2%
0.01%
-39.1%
Q4 2022$2,564,495
-99.7%
23,303
+27.6%
0.02%
+155.6%
Q3 2022$837,837,000
+34897.4%
18,260
-23.3%
0.01%
-64.0%
Q2 2022$2,394,000
+135.9%
23,793
+192.3%
0.02%
+127.3%
Q1 2022$1,015,000
+73.2%
8,139
+61.8%
0.01%
+83.3%
Q4 2021$586,000
-63.4%
5,030
-62.5%
0.01%
-62.5%
Q3 2021$1,599,000
-14.9%
13,407
-5.6%
0.02%
-23.8%
Q2 2021$1,880,000
-4.0%
14,207
-8.9%
0.02%
-16.0%
Q1 2021$1,959,000
+60.4%
15,599
+46.0%
0.02%
+78.6%
Q4 2020$1,221,000
-99.8%
10,683
+9109.5%
0.01%
+7.7%
Q3 2020$679,000,0001160.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 194,240$22,708,5989.32%
Lee Financial Group Hawaii, Inc. 45,130$5,276,1005.43%
Q3 Asset Management 40,895$4,7803.99%
Anson Capital, Inc. 13,910$1,626,1852.63%
SFI Advisors, LLC 21,325$2,493,1062.50%
Heirloom Wealth Management 40,710$4,759,3552.27%
Cavalier Investments, LLC 40,610$4,747,7151.94%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 23,438$2,740,1371.43%
HBW ADVISORY SERVICES LLC 42,281$4,9431.23%
Catalyst Wealth Management, LLC 9,155$1,070,3111.00%
View complete list of SPDR SER TR shareholders