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 | $739,083 | -6.5% | 5,825 | -1.7% | 0.13% | -2.9% |
| Q2 2023 | $790,094 | +176.1% | 5,925 | +154.8% | 0.14% | +160.4% |
| Q1 2023 | $286,138 | +13.2% | 2,325 | 0.0% | 0.05% | +6.0% |
| Q4 2022 | $252,774 | -2.8% | 2,325 | -4.1% | 0.05% | -9.1% |
| Q3 2022 | $260,000 | -5.5% | 2,425 | -2.0% | 0.06% | +1.9% |
| Q2 2022 | $275,000 | -21.4% | 2,475 | +4.2% | 0.05% | -8.5% |
| Q1 2022 | $350,000 | -17.8% | 2,375 | -7.8% | 0.06% | -16.9% |
| Q4 2021 | $426,000 | +62.6% | 2,575 | +68.9% | 0.07% | +57.8% |
| Q3 2021 | $262,000 | – | 1,525 | – | 0.04% | – |
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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% |