Quantum Private Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 118 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
Quantum Private Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$344,758
-28.9%
4,416
-10.3%
0.16%
-26.3%
Q2 2023$484,620
+5.1%
4,9250.0%0.22%
-10.4%
Q1 2023$461,030
+4.4%
4,925
+0.2%
0.25%
-10.7%
Q4 2022$441,719
+5.4%
4,9140.0%0.28%
+6.9%
Q3 2022$419,000
+0.5%
4,9140.0%0.26%
+6.5%
Q2 2022$417,000
-27.1%
4,914
-3.9%
0.25%
-0.4%
Q1 2022$572,000
-4.5%
5,1140.0%0.25%
+8.8%
Q4 2021$599,0005,1140.23%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Lee Financial Group Hawaii, Inc. 45,034$5,282,0003.84%
Spectrum Wealth Advisory Group, LLC 33,282$3,904,0003.48%
THEORY FINANCIAL LLC 28,658$3,362,0002.19%
HERBST GROUP, LLC 17,847$2,093,0001.29%
Riggs Asset Managment Co. Inc. 38,297$4,492,0001.22%
PACIFIC SUN FINANCIAL CORP 18,171$2,131,0001.14%
Royal Fund Management, LLC 56,765$6,658,0000.95%
Certified Advisory Corp 36,036$4,227,0000.93%
Silverleafe Capital Partners, LLC 16,342$1,917,0000.69%
PCG Wealth Advisors, LLC 6,896$809,0000.56%
View complete list of SPDR SER TR shareholders