Spire Wealth Management - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 70 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.64 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$101,096
+22.7%
1,056
+0.2%
0.00%
+33.3%
Q2 2023$82,375
+4.1%
1,054
+0.2%
0.00%0.0%
Q1 2023$79,101
+101311.5%
1,052
+7.8%
0.00%
-25.0%
Q4 2022$78
-99.9%
976
+0.2%
0.00%
+33.3%
Q3 2022$54,000
-6.9%
974
+0.1%
0.00%
+50.0%
Q2 2022$58,000
-31.0%
973
-13.4%
0.00%0.0%
Q1 2022$84,000
+52.7%
1,123
+0.1%
0.00%
+100.0%
Q4 2021$55,000
-9.8%
1,122
+0.1%
0.00%
-50.0%
Q3 2021$61,000
-14.1%
1,121
-1.7%
0.00%0.0%
Q2 2021$71,000
-51.4%
1,140
-61.2%
0.00%
-50.0%
Q1 2021$146,0002,9380.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 58,258$4,381,5942.06%
SMI Advisory Services, LLC 54,040$4,309,6921.44%
Janney Capital Management LLC 117,177$8,8130.66%
Aspen Grove Capital, LLC 19,352$1,455,4410.64%
Legacy Capital Group California, Inc. 17,255$1,297,7490.63%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 11,614$873,4890.62%
Financial Sense Advisors, Inc. 15,857$1,192,6110.53%
ArchPoint Investors 11,500$864,9150.38%
EverSource Wealth Advisors, LLC 33,804$2,542,3990.32%
SPC Financial, Inc. 33,234$2,499,5290.28%
View complete list of SPDR SER TR shareholders