SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 176 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,376 | -11.7% | 3,966 | -0.3% | 0.15% | -10.6% |
| Q2 2023 | $880,353 | -16.1% | 3,978 | -20.9% | 0.17% | -11.5% |
| Q1 2023 | $1,049,567 | +24.5% | 5,031 | -0.2% | 0.19% | +23.9% |
| Q4 2022 | $843,006 | +9.9% | 5,041 | 0.0% | 0.16% | -6.1% |
| Q3 2022 | $767,000 | +0.3% | 5,041 | 0.0% | 0.16% | +5.8% |
| Q2 2022 | $765,000 | -27.0% | 5,041 | -0.2% | 0.16% | -13.3% |
| Q1 2022 | $1,048,000 | +81.3% | 5,053 | +112.5% | 0.18% | +91.5% |
| Q4 2021 | $578,000 | +61.0% | 2,378 | +31.1% | 0.09% | +36.2% |
| Q3 2021 | $359,000 | – | 1,814 | – | 0.07% | – |
Download | ||||||
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% |