SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $93,785 | +13.1% | 762 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $82,890 | -60.1% | 762 | -59.4% | 0.00% | -57.1% |
| Q2 2022 | $208,000 | -40.6% | 1,879 | -20.8% | 0.01% | -30.0% |
| Q1 2022 | $350,000 | -10.3% | 2,373 | +0.7% | 0.01% | -9.1% |
| Q4 2021 | $390,000 | -10.1% | 2,356 | -6.8% | 0.01% | -21.4% |
| Q3 2021 | $434,000 | 0.0% | 2,527 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $434,000 | -35.8% | 2,527 | -41.2% | 0.01% | -44.0% |
| Q1 2021 | $676,000 | +23.4% | 4,294 | +20.7% | 0.02% | +13.6% |
| Q4 2020 | $548,000 | +32.7% | 3,559 | +2.8% | 0.02% | +15.8% |
| Q3 2020 | $413,000 | +19.7% | 3,462 | +11.9% | 0.02% | 0.0% |
| Q2 2020 | $345,000 | +336.7% | 3,095 | +222.1% | 0.02% | +280.0% |
| Q1 2020 | $79,000 | +192.6% | 961 | +255.9% | 0.01% | +400.0% |
| Q4 2019 | $27,000 | +440.0% | 270 | +390.9% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | – | 55 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 21,121 | $3,255,000 | 2.51% |
| McGuire Investment Group, LLC | 50,225 | $7,740,000 | 1.92% |
| Orca Investment Management, LLC | 11,207 | $1,727,000 | 1.81% |
| Kaizen Financial Strategies | 6,439 | $992,000 | 1.10% |
| PETERSON WEALTH MANAGEMENT | 5,243 | $808,000 | 0.66% |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,967 | $919,000 | 0.64% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,608 | $1,327,000 | 0.62% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,371 | $3,910,000 | 0.31% |
| COLLECTIVE FAMILY OFFICE LLC | 3,150 | $485,000 | 0.27% |
| Well Done, LLC | 6,954 | $1,072,000 | 0.26% |