Strategic Financial Concepts, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$268,796
-7.8%
2,3980.0%0.09%
-15.0%
Q2 2023$291,386
+5.5%
2,398
+1.5%
0.11%
-3.6%
Q1 2023$276,3152,3630.11%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders