SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 144 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145 | -99.9% | 741 | -1.7% | 0.00% | – |
| Q3 2022 | $114,000 | +7.5% | 754 | +72.5% | 0.00% | – |
| Q4 2021 | $106,000 | -78.8% | 437 | -83.4% | 0.00% | – |
| Q3 2021 | $499,000 | -1.6% | 2,636 | 0.0% | 0.00% | – |
| Q2 2021 | $507,000 | +201.8% | 2,636 | +185.3% | 0.00% | – |
| Q1 2021 | $168,000 | +4100.0% | 924 | +3750.0% | 0.00% | – |
| Q4 2020 | $4,000 | -88.9% | 24 | -91.7% | 0.00% | – |
| Q3 2020 | $36,000 | -67.3% | 290 | -79.4% | 0.00% | – |
| Q1 2019 | $110,000 | +307.4% | 1,411 | +234.4% | 0.00% | – |
| Q4 2018 | $27,000 | +237.5% | 422 | +276.8% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 112 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | -84.6% | 112 | -85.0% | 0.00% | -100.0% |
| Q1 2018 | $52,000 | +52.9% | 745 | +29.1% | 0.00% | +100.0% |
| Q1 2017 | $34,000 | +1600.0% | 577 | +988.7% | 0.00% | – |
| Q1 2016 | $2,000 | -71.4% | 53 | -41.8% | 0.00% | -100.0% |
| Q2 2015 | $7,000 | – | 91 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 132,720 | $24,259,000 | 5.07% |
| Sterling Manor Financial, LLC | 29,756 | $5,439,000 | 4.84% |
| Beaumont Asset Management, L.L.C. | 16,977 | $3,103,000 | 2.60% |
| Adams Wealth Management | 28,075 | $5,132,000 | 2.36% |
| CHEMUNG CANAL TRUST CO | 54,778 | $10,012,000 | 2.01% |
| McGuire Investment Group, LLC | 42,583 | $7,783,000 | 1.64% |
| Miller Investment Management, LP | 31,098 | $5,684,000 | 1.05% |
| FIRST INTERSTATE BANCSYSTEM INC | 45,751 | $8,362,000 | 0.99% |
| Fulcrum Equity Management | 10,943 | $2,000,000 | 0.79% |
| Game Plan Financial Advisors, LLC | 5,971 | $1,098,000 | 0.71% |