SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,526,050 | +36.1% | 15,933 | +11.1% | 0.00% | +50.0% |
| Q2 2023 | $1,120,992 | -21.0% | 14,340 | -24.0% | 0.00% | -33.3% |
| Q1 2023 | $1,419,168 | +12.9% | 18,869 | +19.7% | 0.00% | 0.0% |
| Q4 2022 | $1,257,291 | +37.1% | 15,765 | -5.1% | 0.00% | +50.0% |
| Q3 2022 | $917,000 | -14.3% | 16,609 | -7.4% | 0.00% | 0.0% |
| Q2 2022 | $1,070,000 | +48.4% | 17,931 | +86.6% | 0.00% | +100.0% |
| Q1 2022 | $721,000 | +141.9% | 9,608 | -9.8% | 0.00% | 0.0% |
| Q3 2020 | $298,000 | +43.3% | 10,655 | +69.2% | 0.00% | 0.0% |
| Q2 2020 | $208,000 | – | 6,299 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 58,258 | $4,381,594 | 2.06% |
| SMI Advisory Services, LLC | 54,040 | $4,309,692 | 1.44% |
| Janney Capital Management LLC | 117,177 | $8,813 | 0.66% |
| Aspen Grove Capital, LLC | 19,352 | $1,455,441 | 0.64% |
| Legacy Capital Group California, Inc. | 17,255 | $1,297,749 | 0.63% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11,614 | $873,489 | 0.62% |
| Financial Sense Advisors, Inc. | 15,857 | $1,192,611 | 0.53% |
| ArchPoint Investors | 11,500 | $864,915 | 0.38% |
| EverSource Wealth Advisors, LLC | 33,804 | $2,542,399 | 0.32% |
| SPC Financial, Inc. | 33,234 | $2,499,529 | 0.28% |