SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 85 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.33 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,001 | -3.7% | 1,545 | +6.6% | 0.01% | -28.6% |
| Q1 2022 | $214,000 | -3.6% | 1,449 | +8.2% | 0.01% | +16.7% |
| Q4 2021 | $222,000 | +5.2% | 1,339 | +9.0% | 0.01% | -14.3% |
| Q3 2021 | $211,000 | +3.4% | 1,229 | +3.4% | 0.01% | 0.0% |
| Q2 2021 | $204,000 | +10100.0% | 1,189 | +5845.0% | 0.01% | – |
| Q4 2014 | $2,000 | – | 20 | – | 0.00% | – |
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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% |