SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,644 | -4.8% | 210 | 0.0% | 0.00% | – |
| Q2 2023 | $28,000 | +8.3% | 210 | 0.0% | 0.00% | – |
| Q1 2023 | $25,843 | +13.2% | 210 | 0.0% | 0.00% | – |
| Q4 2022 | $22,830 | +3.8% | 210 | 0.0% | 0.00% | – |
| Q3 2022 | $22,000 | +29.4% | 210 | +35.5% | 0.00% | – |
| Q2 2022 | $17,000 | -26.1% | 155 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | -20.7% | 155 | -11.4% | 0.00% | – |
| Q4 2021 | $29,000 | -3.3% | 175 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $30,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +50.0% | 175 | +40.0% | 0.00% | – |
| Q1 2021 | $20,000 | +5.3% | 125 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | +11.8% | 125 | -10.7% | 0.00% | – |
| Q3 2020 | $17,000 | 0.0% | 140 | -6.7% | 0.00% | – |
| Q2 2020 | $17,000 | +41.7% | 150 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | – | 150 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 55,250 | $6,131,000 | 1.32% |
| Kaizen Financial Strategies | 4,812 | $534,000 | 0.53% |
| New Legacy Group, LLC | 2,299 | $255,000 | 0.52% |
| Caerus Investment Advisors, LLC | 2,090 | $232,000 | 0.28% |
| Fort Point Capital Partners LLC | 10,511 | $1,166,000 | 0.19% |
| Quantum Private Wealth, LLC | 2,597 | $288,000 | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,638 | $1,513,000 | 0.14% |
| TELEMUS CAPITAL, LLC | 12,841 | $1,425,000 | 0.14% |
| Bogart Wealth, LLC | 8,834 | $980,000 | 0.09% |
| TIEDEMANN ADVISORS, LLC | 10,000 | $1,110,000 | 0.08% |