Wescott Financial Advisory Group, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XTN and the CUSIP is 78464A532. A total of 77 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$241,566
+7.9%
3,333
+0.0%
0.05%
+8.3%
Q4 2022$223,945
+7.2%
3,332
+1.6%
0.05%
-17.2%
Q3 2022$209,000
-14.7%
3,279
+19.4%
0.06%
-7.9%
Q1 2022$245,000
-5.4%
2,7460.0%0.06%
-52.6%
Q4 2021$259,000
+8.8%
2,7460.0%0.13%
-1.5%
Q3 2021$238,000
+5.3%
2,7460.0%0.14%
+1.5%
Q2 2021$226,000
-5.8%
2,7460.0%0.13%
-14.7%
Q1 2021$240,0002,7460.16%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Sage Advisory Services, Ltd.Co. 90,473$7,828,0002.04%
Lionsbridge Wealth Management LLC 16,526$1,429,0001.54%
RWA WEALTH PARTNERS, LLC 70,225$6,076,0000.45%
Financial Sense Advisors, Inc. 11,468$992,0000.33%
Well Done, LLC 13,477$1,166,0000.26%
SEAVIEW INVESTMENT MANAGERS LLC 6,081$526,0000.25%
PFS INVESTMENTS INC. 92,562$9,140,0000.19%
Cadent Capital Advisors, LLC 4,373$378,0000.17%
Claro Advisors LLC 4,163$360,0000.15%
Wescott Financial Advisory Group, LLC 2,746$238,0000.14%
View complete list of SPDR SERIES TRUST shareholders