CREATIVE FINANCIAL DESIGNS INC /ADV - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is CWB and the CUSIP is 78464A359. A total of 486 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.

About SPDR SERIES TRUST

SPDR Series Trust: An Overview

SPDR Series Trust is a family of exchange-traded funds (ETFs) managed by State Street Global Advisors. The SPDR Series Trust offers investors a wide range of investment options across various asset classes, including equities, fixed income, and commodities.

One of the most popular ETFs in the SPDR Series Trust is the SPDR S&P 500 ETF (SPY). This ETF tracks the performance of the S&P 500 index, which is a benchmark for the overall performance of the US stock market. The SPDR S&P 500 ETF is one of the largest ETFs in the world, with over $300 billion in assets under management.

Another popular ETF in the SPDR Series Trust is the SPDR Gold Shares ETF (GLD). This ETF tracks the performance of the price of gold bullion and provides investors with exposure to the precious metals market.

The SPDR Series Trust also offers ETFs that focus on specific sectors of the economy, such as technology, healthcare, and energy. These sector-specific ETFs allow investors to target their investments in areas of the market that they believe will perform well.

Overall, the SPDR Series Trust offers investors a diverse range of investment options across various asset classes and sectors of the economy. With low expense ratios and high liquidity, these ETFs are a popular choice for both individual and institutional investors looking to gain exposure to the US and global markets.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$38,104
+0.7%
562
+3.9%
0.00%0.0%
Q2 2023$37,843
+4.3%
5410.0%0.00%
-20.0%
Q1 2023$36,285
+90.5%
541
+82.8%
0.01%
+66.7%
Q4 2022$19,045
+280.9%
296
+274.7%
0.00%
+200.0%
Q3 2022$5,000
-50.0%
79
-50.6%
0.00%
-50.0%
Q2 2022$10,000
-16.7%
160
+6.7%
0.00%0.0%
Q1 2022$12,000
-96.2%
150
-96.1%
0.00%
-95.8%
Q4 2021$317,000
-1.2%
3,817
+1.5%
0.05%
-9.4%
Q3 2021$321,000
-1.5%
3,759
+0.0%
0.05%
-7.0%
Q2 2021$326,000
+4.5%
3,758
+0.5%
0.06%
-6.6%
Q1 2021$312,000
-49.8%
3,739
-50.2%
0.06%
-54.1%
Q4 2020$621,000
+38.6%
7,506
+15.5%
0.13%
+19.8%
Q3 2020$448,000
+17.0%
6,498
+2.6%
0.11%
-4.3%
Q2 2020$383,000
+43.4%
6,334
+13.4%
0.12%
-15.3%
Q1 2020$267,000
+134.2%
5,587
+173.5%
0.14%
+168.6%
Q4 2019$114,000
+90.0%
2,043
+74.6%
0.05%
+59.4%
Q3 2019$60,000
+1100.0%
1,170
+1171.7%
0.03%
+966.7%
Q2 2019$5,0000.0%92
-8.9%
0.00%0.0%
Q1 2019$5,000
-76.2%
101
-77.1%
0.00%
-80.0%
Q4 2018$21,000
-61.1%
441
-55.9%
0.02%
-51.6%
Q3 2018$54,000
+1.9%
999
+0.3%
0.03%0.0%
Q2 2018$53,000
+51.4%
996
+46.9%
0.03%
+40.9%
Q1 2018$35,000
+250.0%
678
+237.3%
0.02%
+214.3%
Q4 2017$10,0000.0%2010.0%0.01%
+16.7%
Q3 2017$10,000
+100.0%
201
+101.0%
0.01%
+100.0%
Q2 2017$5,0000.0%1000.0%0.00%
-25.0%
Q1 2017$5,0001000.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
Florin Court Capital LLP 137,900$9,349,62019.97%
Howard Capital Management Inc. 1,910,851$129,555,68117.48%
Hall Private Wealth Advisors 258,653$17,536,67311.79%
FSC Wealth Advisors, LLC 119,146$8,078,1198.37%
Crew Capital Management, Ltd. 113,130$7,670,2148.26%
H&H Retirement Design & Management INC 168,047$11,228,9087.77%
Lloyd Advisory Services, LLC. 388,191$20,221,0466.65%
NORDEN GROUP LLC 388,191$20,221,0466.65%
Lifestyle Asset Management, Inc. 128,627$8,720,9115.29%
WealthTrust Asset Management, LLC 82,490$5,592,8225.21%
View complete list of SPDR SERIES TRUST shareholders