SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.35 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 53,831 | $6,624,981 | 1.32% |
| New Legacy Group, LLC | 2,299 | $282,938 | 0.80% |
| Caerus Investment Advisors, LLC | 2,090 | $257,216 | 0.30% |
| Kaizen Financial Strategies | 2,056 | $253,070 | 0.25% |
| Empowered Funds, LLC | 33,948 | $4,177,980 | 0.25% |
| Householder Group Estate & Retirement Specialist, LLC | 4,656 | $573 | 0.22% |
| Quantum Private Wealth, LLC | 3,177 | $391,011 | 0.21% |
| Fort Point Capital Partners LLC | 10,309 | $1,268,690 | 0.19% |
| Northeast Financial Consultants Inc | 21,895 | $2,694,618 | 0.17% |
| Beacon Financial Advisory LLC | 2,079 | $255,893 | 0.16% |