SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 41 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is 2.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $317,000 | -17.4% | 3,682 | -15.8% | 0.07% | -10.4% |
| Q1 2015 | $384,000 | -26.0% | 4,374 | -32.8% | 0.08% | -26.7% |
| Q4 2014 | $519,000 | +8.4% | 6,510 | -0.3% | 0.10% | +5.0% |
| Q3 2014 | $479,000 | -1.8% | 6,528 | +0.4% | 0.10% | +4.2% |
| Q2 2014 | $488,000 | +10.4% | 6,503 | +1.3% | 0.10% | +10.3% |
| Q1 2014 | $442,000 | +19.1% | 6,419 | +5.9% | 0.09% | +22.5% |
| Q4 2013 | $371,000 | – | 6,063 | – | 0.07% | – |
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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% |