SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 178 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,004 | -11.4% | 801 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $177,253 | +466.4% | 801 | +434.0% | 0.02% | +450.0% |
| Q1 2023 | $31,293 | +125072.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25 | -100.0% | 150 | -90.1% | 0.00% | -89.5% |
| Q3 2022 | $231,000 | +131.0% | 1,520 | +131.0% | 0.04% | +137.5% |
| Q2 2022 | $100,000 | +354.5% | 658 | +119.3% | 0.02% | +128.6% |
| Q3 2014 | $22,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 51,417 | $10,078,246 | 3.83% |
| SFI Advisors, LLC | 18,950 | $3,714,390 | 3.63% |
| Adams Wealth Management | 46,775 | $9,168,367 | 3.11% |
| Beaumont Asset Management, L.L.C. | 15,308 | $3,000,590 | 2.46% |
| THEORY FINANCIAL LLC | 17,730 | $3,475,257 | 2.04% |
| McGuire Investment Group, LLC | 41,185 | $8,072,672 | 1.56% |
| Intrepid Financial Planning Group LLC | 14,446 | $2,831,560 | 1.47% |
| Smart Money Group LLC | 13,543 | $2,654,631 | 1.26% |
| CHEMUNG CANAL TRUST CO | 27,738 | $5,436,924 | 1.25% |
| Global Assets Advisory, LLC | 5,846 | $1,145,966 | 1.01% |