Accurate Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$43,720
-85.9%
388
-84.7%
0.02%
-93.7%
Q4 2021$309,000
-4.0%
2,539
-4.0%
0.25%
-10.0%
Q3 2021$322,000
-18.3%
2,645
-11.2%
0.28%
-19.1%
Q2 2021$394,0002,9770.35%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 204,745$23,847,0005.00%
Lee Financial Group Hawaii, Inc. 44,549$5,189,0003.77%
SFI Advisors, LLC 20,891$2,414,0002.13%
Engrave Wealth Partners LLC 52,380$6,101,0001.76%
PACIFIC SUN FINANCIAL CORP 20,025$2,332,0001.24%
Cavalier Investments, LLC 39,739$4,628,0001.20%
Legacy Wealth Planning, LLC 6,445$751,0000.86%
Spectrum Wealth Advisory Group, LLC 7,749$902,0000.80%
JMAC ENTERPRISES LLC 29,059$3,269,0000.77%
HBW ADVISORY SERVICES LLC 26,250$3,057,0000.71%
View complete list of SPDR SER TR shareholders