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

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 211 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.96 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 Q2 2023
NameSharesValueWeighting ↓
Prostatis Group LLC 46,163$10,215,4104.75%
SFI Advisors, LLC 19,968$4,418,7194.20%
Hobart Private Capital, LLC 50,693$11,217,8544.17%
Adams Wealth Management 47,668$10,548,3973.29%
Beaumont Asset Management, L.L.C. 15,216$3,367,2262.55%
THEORY FINANCIAL LLC 19,213$4,251,6452.45%
McGuire Investment Group, LLC 39,830$8,813,9811.64%
Intrepid Financial Planning Group LLC 14,999$3,319,1291.59%
CHEMUNG CANAL TRUST CO 27,557$6,098,0921.31%
Smart Money Group LLC 11,751$2,600,3191.24%
View complete list of SPDR SER TR shareholders