SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $295,154 | +20.1% | 1,415 | -3.7% | 0.02% | +10.5% |
| Q4 2022 | $245,720 | -12.6% | 1,469 | -20.3% | 0.02% | -17.4% |
| Q3 2022 | $281,000 | +11.1% | 1,844 | +10.5% | 0.02% | +15.0% |
| Q2 2022 | $253,000 | -32.4% | 1,669 | -7.5% | 0.02% | -20.0% |
| Q1 2022 | $374,000 | -12.2% | 1,804 | +3.0% | 0.02% | -10.7% |
| Q4 2021 | $426,000 | – | 1,752 | – | 0.03% | – |
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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% |