SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3 | -92.1% | 300 | -78.6% | 0.00% | -100.0% |
| Q2 2023 | $38 | +8.6% | 1,400 | +75.0% | 0.01% | +25.0% |
| Q1 2023 | $35 | +3400.0% | 800 | +60.0% | 0.00% | – |
| Q4 2022 | $1 | -100.0% | 500 | -80.0% | 0.00% | -100.0% |
| Q3 2022 | $65,000 | +3150.0% | 2,500 | +733.3% | 0.00% | – |
| Q3 2021 | $2,000 | -71.4% | 300 | -50.0% | 0.00% | – |
| Q2 2021 | $7,000 | -68.2% | 600 | +50.0% | 0.00% | -100.0% |
| Q4 2020 | $22,000 | +633.3% | 400 | +33.3% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 300 | -50.0% | 0.00% | – |
| Q1 2020 | $3,000 | – | 600 | +50.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 400 | -42.8% | 0.00% | -100.0% |
| Q3 2019 | $23,000 | +43.8% | 699 | -76.7% | 0.00% | +200.0% |
| Q2 2019 | $16,000 | +700.0% | 3,000 | +900.0% | 0.00% | – |
| Q1 2019 | $2,000 | -77.8% | 300 | -57.1% | 0.00% | – |
| Q4 2017 | $9,000 | -80.9% | 700 | -53.3% | 0.00% | -100.0% |
| Q3 2017 | $47,000 | +9.3% | 1,500 | -16.7% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | +2.4% | 1,800 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $42,000 | +4100.0% | 1,800 | +63.6% | 0.00% | – |
| Q4 2016 | $1,000 | -96.8% | 1,100 | +57.1% | 0.00% | -100.0% |
| Q3 2016 | $31,000 | +675.0% | 700 | +600.0% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | -69.2% | 100 | -66.7% | 0.00% | -100.0% |
| Q4 2015 | $13,000 | – | 300 | – | 0.00% | – |
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% |