SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 91 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,517 | -3.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $13,940 | +3.8% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $13,435 | +18.5% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $11,336 | -4.9% | 89 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $11,914 | +8.4% | 89 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $10,987 | +13.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,700 | -3.0% | 89 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $10,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -23.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -13.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +27.3% | 89 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | – | 89 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| THEORY FINANCIAL LLC | 20,931 | $3,462,000 | 2.26% |
| McGuire Investment Group, LLC | 55,126 | $9,118,000 | 1.50% |
| Kaizen Financial Strategies | 4,951 | $819,000 | 0.61% |
| PETERSON WEALTH MANAGEMENT | 3,640 | $602,000 | 0.40% |
| Caerus Investment Advisors, LLC | 2,090 | $346,000 | 0.38% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 24,913 | $4,121,000 | 0.31% |
| Fort Point Capital Partners LLC | 10,624 | $1,757,000 | 0.24% |
| V2 Financial group LLC | 1,800 | $297,738 | 0.23% |
| Snowden Capital Advisors LLC | 21,694 | $3,588,000 | 0.18% |
| COLLECTIVE FAMILY OFFICE LLC | 2,325 | $385,000 | 0.15% |