SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 99 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $20 | -56.5% | 163 | -61.1% | 0.00% | -50.0% |
| Q4 2022 | $46 | -100.0% | 419 | -53.9% | 0.00% | -60.0% |
| Q3 2022 | $97,000 | -4.0% | 909 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $101,000 | -32.2% | 908 | -9.9% | 0.01% | -28.6% |
| Q1 2022 | $149,000 | -10.8% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $167,000 | -3.5% | 1,008 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $173,000 | -9.9% | 1,008 | -9.9% | 0.01% | -10.0% |
| Q2 2021 | $192,000 | +9.1% | 1,119 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $176,000 | +2.3% | 1,119 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $172,000 | +28.4% | 1,119 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $134,000 | +7.2% | 1,119 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $125,000 | +35.9% | 1,119 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $92,000 | -19.3% | 1,119 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $114,000 | +8.6% | 1,119 | -0.8% | 0.01% | 0.0% |
| Q3 2019 | $105,000 | +8.2% | 1,128 | +11.9% | 0.01% | 0.0% |
| Q2 2019 | $97,000 | – | 1,008 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 21,121 | $3,255,000 | 2.51% |
| McGuire Investment Group, LLC | 50,225 | $7,740,000 | 1.92% |
| Orca Investment Management, LLC | 11,207 | $1,727,000 | 1.81% |
| Kaizen Financial Strategies | 6,439 | $992,000 | 1.10% |
| PETERSON WEALTH MANAGEMENT | 5,243 | $808,000 | 0.66% |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,967 | $919,000 | 0.64% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,608 | $1,327,000 | 0.62% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,371 | $3,910,000 | 0.31% |
| COLLECTIVE FAMILY OFFICE LLC | 3,150 | $485,000 | 0.27% |
| Well Done, LLC | 6,954 | $1,072,000 | 0.26% |