Iron Horse Wealth Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 330 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.3%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$893
+3.4%
170.0%0.00%
Q2 2023$864
-4.4%
170.0%0.00%
Q1 2023$904
+17980.0%
17
-84.0%
0.00%
-100.0%
Q4 2022$5
-99.5%
106
+523.5%
0.00%
+200.0%
Q2 2022$1,000
-97.5%
17
-97.4%
0.00%
-95.5%
Q1 2022$40,0006560.02%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
Vanderbilt University 1,270,796$63,298,34916.31%
AFFINITY WEALTH MANAGEMENT LLC 457,592$22,792,6395.40%
Legend Financial Advisors, Inc. 104,157$5,187,9944.53%
Financial Sense Advisors, Inc. 147,362$7,340,1173.00%
Valence8 US LP 76,326$3,801,7982.88%
Arlington Capital Management, Inc. 50,918$2,536,2042.83%
BBJS FINANCIAL ADVISORS, LLC 122,532$6,103,3282.75%
FOCUS Wealth Advisors, LLC 78,068$3,888,6022.69%
Riggs Asset Managment Co. Inc. 128,557$6,403,4242.64%
FORTEM FINANCIAL GROUP, LLC 88,462$4,406,2842.58%
View complete list of SPDR SERIES TRUST shareholders