SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 42 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,928 | -94.8% | 56 | -94.4% | 0.00% | – |
| Q2 2023 | $132,042 | +15.2% | 1,000 | +4.4% | 0.00% | – |
| Q1 2023 | $114,572 | +19.8% | 958 | +0.4% | 0.00% | – |
| Q4 2022 | $95,615 | +56.7% | 954 | +54.9% | 0.00% | – |
| Q3 2022 | $61,000 | +41.9% | 616 | +54.8% | 0.00% | – |
| Q2 2022 | $43,000 | +2.4% | 398 | +43.7% | 0.00% | – |
| Q1 2022 | $42,000 | -8.7% | 277 | +14.5% | 0.00% | – |
| Q4 2021 | $46,000 | +91.7% | 242 | +114.2% | 0.00% | – |
| Q3 2021 | $24,000 | -7.7% | 113 | 0.0% | 0.00% | – |
| Q2 2021 | $26,000 | +8.3% | 113 | 0.0% | 0.00% | – |
| Q1 2021 | $24,000 | +2300.0% | 113 | +1312.5% | 0.00% | – |
| Q3 2020 | $1,000 | – | 8 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 64,493 | $6,463,943 | 0.89% |
| KWMG, LLC | 23,844 | $2,389,791 | 0.34% |
| FLAGSHIP HARBOR ADVISORS, LLC | 24,163 | $2,421,794 | 0.25% |
| Moloney Securities Asset Management, LLC | 3,062 | $306,892 | 0.07% |
| Geneos Wealth Management Inc. | 7,221 | $723,761 | 0.04% |
| TSFG, LLC | 1,008 | $101 | 0.04% |
| LPL Financial LLC | 154,278 | $15,462,697 | 0.01% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 2,098 | $210,274 | 0.01% |
| Perigon Wealth Management, LLC | 2,466 | $247,158 | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 1,572 | $157,555 | 0.01% |