Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 91 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$38,445
-3.1%
2540.0%0.00%0.0%
Q1 2024$39,673
+6.1%
2540.0%0.00%0.0%
Q4 2023$37,402
+15.9%
2540.0%0.00%0.0%
Q3 2023$32,267
-4.9%
2540.0%0.00%0.0%
Q2 2023$33,912
+8.4%
2540.0%0.00%0.0%
Q1 2023$31,289
+312790.0%
254
+185.4%
0.00%0.0%
Q4 2022$10
-100.0%
89
-77.1%
0.00%
-66.7%
Q3 2022$42,000
+50.0%
389
+53.1%
0.00%
+200.0%
Q2 2022$28,000
-24.3%
2540.0%0.00%0.0%
Q1 2022$37,000
-50.7%
254
-44.1%
0.00%
-50.0%
Q4 2021$75,000
+70.5%
454
+78.7%
0.00%
+100.0%
Q3 2021$44,0000.0%2540.0%0.00%0.0%
Q2 2021$44,000
+10.0%
2540.0%0.00%0.0%
Q1 2021$40,0002540.00%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
THEORY FINANCIAL LLC 20,931$3,462,0002.26%
McGuire Investment Group, LLC 55,126$9,118,0001.50%
Kaizen Financial Strategies 4,951$819,0000.61%
PETERSON WEALTH MANAGEMENT 3,640$602,0000.40%
Caerus Investment Advisors, LLC 2,090$346,0000.38%
LEVEL FOUR ADVISORY SERVICES, LLC 24,913$4,121,0000.31%
Fort Point Capital Partners LLC 10,624$1,757,0000.24%
V2 Financial group LLC 1,800$297,7380.23%
Snowden Capital Advisors LLC 21,694$3,588,0000.18%
COLLECTIVE FAMILY OFFICE LLC 2,325$385,0000.15%
View complete list of SPDR SER TR shareholders