SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 71 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | -25.9% | 1,676 | -7.7% | 0.05% | -53.3% |
| Q4 2021 | $347,000 | -12.6% | 1,815 | -1.4% | 0.10% | -8.7% |
| Q3 2021 | $397,000 | -0.8% | 1,841 | +4.2% | 0.12% | -14.8% |
| Q2 2021 | $400,000 | +14.9% | 1,767 | +6.1% | 0.14% | +7.1% |
| Q1 2021 | $348,000 | -2.5% | 1,665 | +0.3% | 0.13% | +121.1% |
| Q4 2020 | $357,000 | +48.1% | 1,660 | +16.3% | 0.06% | -43.6% |
| Q3 2020 | $241,000 | – | 1,427 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 61,222 | $13,168,000 | 5.34% |
| WJ Wealth Management, LLC | 4,910 | $1,056,000 | 3.28% |
| Portfolio Strategies, Inc. | 71,951 | $15,473,000 | 3.03% |
| RVW Wealth, LLC | 74,627 | $16,000,000 | 2.35% |
| Good Life Advisors, LLC | 34,082 | $7,340,000 | 1.72% |
| Systelligence, LLC | 15,119 | $3,252,000 | 0.70% |
| Private Advisory Group LLC | 9,021 | $1,940,000 | 0.64% |
| Cardan Capital Partners, LLC | 21,869 | $4,704,000 | 0.58% |
| Kalos Management, Inc. | 4,097 | $1,042,000 | 0.44% |
| KWMG, LLC | 10,885 | $2,341,000 | 0.42% |