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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Good Life Advisors, LLC | 59,755 | $7,146,419 | 0.91% |
| KWMG, LLC | 24,823 | $2,968,698 | 0.40% |
| Moloney Securities Asset Management, LLC | 3,062 | $366,199 | 0.07% |
| Geneos Wealth Management Inc. | 7,221 | $863,559 | 0.05% |
| TSFG, LLC | 1,008 | $121 | 0.04% |
| Cornerstone Wealth Management, LLC | 1,891 | $226,169 | 0.02% |
| Perigon Wealth Management, LLC | 2,461 | $294,323 | 0.02% |
| LPL Financial LLC | 155,638 | $18,613,440 | 0.01% |
| SALEM INVESTMENT COUNSELORS INC | 1,252 | $149,733 | 0.01% |
| Kistler-Tiffany Companies, LLC | 250 | $29,899 | 0.01% |