Quantum Private Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 76 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.0%.

Quarter-by-quarter ownership
Quantum Private Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$415,808
-4.9%
3,2770.0%0.20%
-1.5%
Q2 2023$437,005
+11.8%
3,277
+3.1%
0.20%
-4.7%
Q1 2023$391,011
+33.8%
3,177
+18.2%
0.21%
+14.6%
Q4 2022$292,228
+1.8%
2,688
+0.0%
0.18%
+3.4%
Q3 2022$287,000
-0.3%
2,687
+3.5%
0.18%
+5.3%
Q2 2022$288,000
-23.8%
2,597
+1.2%
0.17%
+4.3%
Q1 2022$378,000
-1.0%
2,567
+11.0%
0.16%
+12.4%
Q4 2021$382,0002,3120.14%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
McGuire Investment Group, LLC 54,144$6,869,8541.32%
New Legacy Group, LLC 2,299$291,7000.80%
Newbridge Financial Services Group, Inc. 4,096$519,7050.26%
Kaizen Financial Strategies 1,917$243,2800.21%
Quantum Private Wealth, LLC 3,277$415,8080.20%
Fort Point Capital Partners LLC 10,085$1,279,6030.20%
Northeast Financial Consultants Inc 19,912$2,526,4590.16%
Beacon Financial Advisory LLC 2,081$264,0300.15%
NTV ASSET MANAGEMENT LLC 5,825$739,0830.13%
LEUTHOLD GROUP, LLC 6,492$823,7130.12%
View complete list of SPDR SER TR shareholders