Spire Wealth Management - 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
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
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 Q3 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 55,250$6,131,0001.32%
Kaizen Financial Strategies 4,812$534,0000.53%
New Legacy Group, LLC 2,299$255,0000.52%
Caerus Investment Advisors, LLC 2,090$232,0000.28%
Fort Point Capital Partners LLC 10,511$1,166,0000.19%
Quantum Private Wealth, LLC 2,597$288,0000.17%
LEVEL FOUR ADVISORY SERVICES, LLC 13,638$1,513,0000.14%
TELEMUS CAPITAL, LLC 12,841$1,425,0000.14%
Bogart Wealth, LLC 8,834$980,0000.09%
TIEDEMANN ADVISORS, LLC 10,000$1,110,0000.08%
View complete list of SPDR SER TR shareholders