Cassady Schiller Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 103 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,372
-20.7%
560.0%0.00%
-33.3%
Q2 2023$5,510
+5.1%
560.0%0.00%
+50.0%
Q1 2023$5,242
+4.1%
560.0%0.00%
-33.3%
Q4 2022$5,034
-28.1%
560.0%0.00%
-25.0%
Q4 2021$7,000560.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Wealth Advisory Group, LLC 47,540$5,326,0005.14%
PACIFIC SUN FINANCIAL CORP 20,227$2,266,0001.24%
Royal Fund Management, LLC 59,587$6,676,0000.97%
Certified Advisory Corp 36,382$4,076,0000.87%
Blackston Financial Advisory Group, LLC 7,946$994,0000.65%
Integrity Financial Corp /WA 5,703$639,0000.52%
NTV ASSET MANAGEMENT LLC 26,590$2,979,0000.50%
Bell Rock Capital LLC 4,568$495,0000.46%
MEANS INVESTMENT CO., INC. 22,052$2,471,0000.45%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 54,776$6,091,0000.42%
View complete list of SPDR SER TR shareholders