SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 99 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $268,676 | -4.9% | 2,118 | 0.0% | 0.04% | -9.8% |
| Q2 2023 | $282,372 | +12.1% | 2,118 | +0.0% | 0.04% | 0.0% |
| Q1 2023 | $251,856 | +9.4% | 2,117 | 0.0% | 0.04% | -8.9% |
| Q4 2022 | $230,117 | +1.4% | 2,117 | +0.0% | 0.04% | -6.2% |
| Q3 2022 | $227,000 | -3.4% | 2,116 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $235,000 | -25.4% | 2,116 | 0.0% | 0.05% | -13.8% |
| Q1 2022 | $315,000 | -0.3% | 2,116 | 0.0% | 0.06% | +13.7% |
| Q4 2021 | $316,000 | -9.7% | 2,116 | 0.0% | 0.05% | -19.0% |
| Q3 2021 | $350,000 | 0.0% | 2,116 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $350,000 | +5.1% | 2,116 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $333,000 | +8.1% | 2,116 | +5.7% | 0.07% | +3.1% |
| Q4 2020 | $308,000 | +28.9% | 2,001 | 0.0% | 0.06% | -3.0% |
| Q3 2020 | $239,000 | +7.2% | 2,001 | 0.0% | 0.07% | -14.3% |
| Q2 2020 | $223,000 | -31.4% | 2,001 | -37.5% | 0.08% | +126.5% |
| Q4 2019 | $325,000 | +8.7% | 3,200 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $299,000 | – | 3,200 | – | 0.03% | – |
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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% |