SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 103 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,832 | -35.4% | 118 | -33.3% | 0.00% | 0.0% |
| Q1 2024 | $27,611 | -4.8% | 177 | -8.3% | 0.00% | -33.3% |
| Q4 2023 | $29,014 | +18.5% | 193 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $24,489 | -46.5% | 193 | -43.7% | 0.00% | -50.0% |
| Q2 2023 | $45,739 | +8.0% | 343 | -0.3% | 0.01% | +20.0% |
| Q1 2023 | $42,337 | +23.2% | 344 | +8.9% | 0.01% | +25.0% |
| Q4 2022 | $34,356 | -39.7% | 316 | -40.7% | 0.00% | -33.3% |
| Q3 2022 | $57,000 | -3.4% | 533 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | -23.4% | 528 | +1.0% | 0.01% | -14.3% |
| Q1 2022 | $77,000 | – | 523 | – | 0.01% | – |
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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% |