SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 172 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,457 | -99.7% | 22,737 | +144.8% | 0.21% | +178.7% |
| Q2 2022 | $1,409,000 | +5.8% | 9,287 | +44.6% | 0.08% | +63.0% |
| Q1 2022 | $1,332,000 | +121.6% | 6,423 | +111.6% | 0.05% | +91.7% |
| Q3 2021 | $601,000 | -15.9% | 3,036 | -18.3% | 0.02% | -33.3% |
| Q2 2021 | $715,000 | +22.2% | 3,718 | +16.2% | 0.04% | +12.5% |
| Q1 2021 | $585,000 | +5218.2% | 3,200 | +1500.0% | 0.03% | +3100.0% |
| Q4 2016 | $11,000 | – | 200 | – | 0.00% | – |
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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% |