Pathstone Holdings, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 330 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$206,331
-25.6%
1,474
-25.3%
0.00%0.0%
Q1 2024$277,367
+5.4%
1,974
+1.5%
0.00%0.0%
Q4 2023$263,2571,9440.00%
Other shareholders
SPDR SER TR shareholders Q1 2024
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 207,895$20,916,0006.95%
Lee Financial Group Hawaii, Inc. 46,383$4,667,0004.55%
SFI Advisors, LLC 20,828$2,095,0002.32%
Engrave Wealth Partners LLC 47,597$4,789,0002.12%
Anson Capital, Inc. 18,541$1,866,0001.98%
PACIFIC SUN FINANCIAL CORP 21,224$2,135,0001.41%
Q3 Asset Management 18,271$1,838,0001.39%
Evolution Wealth Advisors, LLC 43,935$4,420,0001.12%
JMAC ENTERPRISES LLC 40,446$4,069,0001.05%
Legacy Wealth Planning, LLC 5,845$588,0000.84%
View complete list of SPDR SER TR shareholders