TruWealth Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2021$280,000
-17.6%
2,229
-24.8%
0.04%
-25.5%
Q4 2020$340,0002,9650.05%
Other shareholders
SPDR SER TR shareholders Q4 2020
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