PCG Wealth Advisors, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 279 filers reported holding SPDR SERIES TRUST in Q2 2023. The put-call ratio across all filers is 1.35 and the average weighting 0.2%.

Quarter-by-quarter ownership
PCG Wealth Advisors, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$874,837
-15.4%
16,456
-20.7%
0.55%
-15.6%
Q4 2022$1,034,118
-32.0%
20,761
-42.2%
0.66%
+20.8%
Q3 2022$1,520,000
+95.9%
35,946
+101.1%
0.54%
-2.2%
Q2 2022$776,00017,8750.55%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Blenheim Capital Management, L.L.C. 107,000$4,521,0005.76%
CONNABLE OFFICE INC 416,277$17,588,0004.54%
KSA CAPITAL MANAGEMENT, LLC 300,000$12,675,0003.42%
IRON Financial LLC 84,805$3,583,0003.17%
Orbitronix, LP 160,000$6,760,0002.97%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,125,338$47,546,0002.16%
CUMBERLAND ADVISORS INC 47,920$2,025,0001.29%
Orbitronix, LP 55,500$2,054,0000.90%
Long Wharf Investors, Inc. 12,746$539,0000.42%
SIMMONS FIRST TRUST CO NA 28,264$1,194,0000.37%
View complete list of SPDR SERIES TRUST shareholders