SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 184 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857 | -47.4% | 4,373 | -40.6% | 0.01% | -50.0% |
| Q2 2023 | $1,629 | +24.1% | 7,360 | +17.0% | 0.01% | +11.1% |
| Q1 2023 | $1,313 | +17.5% | 6,292 | -5.8% | 0.01% | +12.5% |
| Q4 2022 | $1,117 | -95.7% | 6,677 | +3827.6% | 0.01% | – |
| Q3 2022 | $26,000 | +4.0% | 170 | +3.0% | 0.00% | – |
| Q2 2022 | $25,000 | -26.5% | 165 | 0.0% | 0.00% | – |
| Q1 2022 | $34,000 | -15.0% | 165 | 0.0% | 0.00% | – |
| Q4 2021 | $40,000 | – | 165 | – | 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% |