GUARDIAN WEALTH ADVISORS, LLC / NC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 184 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
GUARDIAN WEALTH ADVISORS, LLC / NC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$27,149
-98.2%
139
-98.0%
0.01%
-98.1%
Q2 2023$1,532,090
+5206.5%
6,923
+4916.7%
0.26%
+5140.0%
Q1 2023$28,872
+17.1%
138
-6.1%
0.01%0.0%
Q4 2022$24,661
-8.7%
147
-15.5%
0.01%0.0%
Q3 2022$27,000
+3.8%
1740.0%0.01%0.0%
Q2 2022$26,000
+44.4%
174
+97.7%
0.01%
-37.5%
Q1 2022$18,000
+28.6%
88
+51.7%
0.01%
+33.3%
Q4 2021$14,000580.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 244,225$50,664,00015.43%
Arlington Capital Management, Inc. 4,713$978,0003.97%
Beaumont Asset Management, L.L.C. 19,547$4,055,0002.74%
Adams Wealth Management 39,957$8,289,0002.71%
MinichMacGregor Wealth Management, LLC 37,233$7,723,0002.47%
THEORY FINANCIAL LLC 16,620$3,448,0002.28%
CHEMUNG CANAL TRUST CO 53,884$11,178,0002.17%
McGuire Investment Group, LLC 42,231$8,761,0001.61%
FIRST INTERSTATE BANK 66,414$13,778,0001.29%
JMAC ENTERPRISES LLC 17,573$3,646,0000.86%
View complete list of SPDR SER TR shareholders