SPDR SER TR's ticker is XITK and the CUSIP is 78464A110.
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% | – |
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% |