SFG Wealth Management, LLC. - SPDR SER TR ownership

SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 88 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
SFG Wealth Management, LLC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$721,530
+225.9%
7,533
+165.9%
0.57%
+208.1%
Q2 2023$221,430
-43.0%
2,833
-41.9%
0.19%
-61.2%
Q4 2022$388,6924,8740.48%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
EWG Elevate Inc. 120,163$5,388,0002.48%
ArchPoint Investors 23,000$1,031,0000.28%
Regal Investment Advisors LLC 37,653$1,688,0000.19%
TWIN FOCUS CAPITAL PARTNERS, LLC 10,825$485,0000.15%
Joseph P. Lucia & Associates, LLC 1,752$79,0000.06%
Global Retirement Partners, LLC 1,870$84,0000.01%
Cetera Advisors LLC 7,502$336,0000.01%
Belpointe Asset Management LLC 2,568$115,0000.01%
Tower Research Capital LLC (TRC) 5,956$267,0000.01%
Cutler Group LLC / CA 2,335$104,0000.01%
View complete list of SPDR SER TR shareholders