SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 64 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $33,011 | +10.4% | 250 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $29,899 | +19.3% | 250 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $25,057 | +0.2% | 250 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $25,000 | -7.4% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $27,000 | -28.9% | 250 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $38,000 | -20.8% | 250 | 0.0% | 0.01% | -22.2% |
| Q4 2021 | $48,000 | -11.1% | 250 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $54,000 | -5.3% | 250 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $57,000 | +9.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | -3.7% | 250 | 0.0% | 0.01% | -13.3% |
| Q4 2020 | $54,000 | +28.6% | 250 | 0.0% | 0.02% | +15.4% |
| Q3 2020 | $42,000 | +16.7% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $36,000 | – | 250 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 3,690 | $771,000 | 2.40% |
| RVW Wealth, LLC | 77,229 | $16,000,000 | 2.09% |
| Good Life Advisors, LLC | 35,127 | $7,346,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 9,079 | $1,898,000 | 0.75% |
| Acorn Wealth Advisors, LLC | 3,322 | $694,000 | 0.50% |
| Smart Portfolios, LLC | 2,690 | $562,000 | 0.48% |
| Cardan Capital Partners, LLC | 17,347 | $3,626,000 | 0.44% |
| Systelligence, LLC | 7,110 | $1,486,000 | 0.42% |
| KWMG, LLC | 11,630 | $2,431,000 | 0.39% |
| TSFG, LLC | 3,322 | $694,000 | 0.35% |