SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 44 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $754,107 | +24.0% | 6,096 | +91.5% | 0.01% | +40.0% |
| Q4 2021 | $608,000 | -13.3% | 3,184 | -2.0% | 0.01% | +25.0% |
| Q3 2021 | $701,000 | -3.0% | 3,249 | +1.6% | 0.00% | -33.3% |
| Q2 2021 | $723,000 | +18.5% | 3,199 | +9.6% | 0.01% | 0.0% |
| Q1 2021 | $610,000 | +111.8% | 2,919 | +118.0% | 0.01% | +100.0% |
| Q4 2020 | $288,000 | – | 1,339 | – | 0.00% | – |
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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% |