PLANNING DIRECTIONS INC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 150 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is 1.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$413
-11.4%
3,684
-4.0%
0.32%
-6.8%
Q2 2023$466
+8.4%
3,836
+4.2%
0.34%
+5.9%
Q1 2023$430
+29.9%
3,680
+22.3%
0.32%
+26.5%
Q4 2022$331
-99.9%
3,010
+0.1%
0.25%
+13.5%
Q3 2022$276,000
-8.6%
3,007
+0.1%
0.22%
-3.5%
Q2 2022$302,000
-25.8%
3,003
-7.9%
0.23%
-19.2%
Q1 2022$407,000
-0.5%
3,261
-7.1%
0.29%
+5.1%
Q4 2021$409,000
-10.7%
3,510
-8.5%
0.27%
-18.3%
Q3 2021$458,000
-15.7%
3,838
-6.5%
0.33%
-16.1%
Q2 2021$543,000
-5.7%
4,103
-10.5%
0.40%
-12.4%
Q1 2021$576,000
-0.3%
4,585
-9.0%
0.45%
-3.2%
Q4 2020$578,000
+19.9%
5,037
-8.7%
0.47%
+10.1%
Q3 2020$482,000
-8.7%
5,515
-8.4%
0.42%
-13.8%
Q2 2020$528,000
-28.3%
6,024
-10.7%
0.49%
-27.6%
Q4 2019$736,000
-9.8%
6,748
-11.7%
0.68%
-13.0%
Q3 2019$816,000
-1.9%
7,643
-4.5%
0.78%
-7.2%
Q2 2019$832,000
+8.6%
8,005
-4.1%
0.84%
-7.3%
Q1 2019$766,000
+12.6%
8,345
-3.2%
0.91%
+8.2%
Q4 2018$680,000
-21.3%
8,617
-0.7%
0.84%
+4.7%
Q3 2018$864,000
+16.6%
8,678
+2.0%
0.80%
+12.2%
Q2 2018$741,000
+8.3%
8,504
+8.0%
0.72%
+6.9%
Q1 2018$684,0007,8710.67%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
BANK HAPOALIM BM 8,691$46,200,00010.12%
Flaharty Asset Management, LLC 182,287$16,729,0003.67%
CUMBERLAND ADVISORS INC 69,620$5,817,0003.22%
PROFESSIONAL PLANNING 19,676$1,644,0003.00%
CUE ADVISORY SERVICES, INC. 30,105$2,516,0001.65%
Paradigm Financial Advisors, LLC 37,006$3,092,0001.40%
CENTAURUS FINANCIAL, INC. 22,626$1,891,0000.49%
Vanguard Capital Wealth Advisors 4,515$377,302,0000.47%
Private Advisory Group LLC 10,482$876,0000.47%
BREITER CAPITAL MANAGEMENT INC 3,605$301,0000.43%
View complete list of SPDR SER TR shareholders