SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 71 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,320,659 | -4.7% | 26,841 | +1.7% | 0.42% | -3.2% |
| Q2 2023 | $3,485,772 | +17.4% | 26,399 | +6.3% | 0.43% | +7.7% |
| Q1 2023 | $2,968,698 | +24.2% | 24,823 | +4.1% | 0.40% | +18.3% |
| Q4 2022 | $2,389,791 | +11.3% | 23,844 | +10.7% | 0.34% | +2.7% |
| Q3 2022 | $2,147,000 | -0.3% | 21,541 | +7.6% | 0.33% | +1.9% |
| Q2 2022 | $2,153,000 | -2.2% | 20,027 | +39.4% | 0.32% | +7.3% |
| Q1 2022 | $2,202,000 | -10.6% | 14,370 | +11.4% | 0.30% | -9.3% |
| Q4 2021 | $2,464,000 | -10.8% | 12,905 | +0.8% | 0.33% | -17.4% |
| Q3 2021 | $2,762,000 | +2.0% | 12,803 | +4.9% | 0.40% | -0.7% |
| Q2 2021 | $2,708,000 | +11.4% | 12,205 | +4.9% | 0.41% | +4.6% |
| Q1 2021 | $2,431,000 | +3.8% | 11,630 | +6.8% | 0.39% | -7.2% |
| Q4 2020 | $2,341,000 | – | 10,885 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 61,222 | $13,168,000 | 5.34% |
| WJ Wealth Management, LLC | 4,910 | $1,056,000 | 3.28% |
| Portfolio Strategies, Inc. | 71,951 | $15,473,000 | 3.03% |
| RVW Wealth, LLC | 74,627 | $16,000,000 | 2.35% |
| Good Life Advisors, LLC | 34,082 | $7,340,000 | 1.72% |
| Systelligence, LLC | 15,119 | $3,252,000 | 0.70% |
| Private Advisory Group LLC | 9,021 | $1,940,000 | 0.64% |
| Cardan Capital Partners, LLC | 21,869 | $4,704,000 | 0.58% |
| Kalos Management, Inc. | 4,097 | $1,042,000 | 0.44% |
| KWMG, LLC | 10,885 | $2,341,000 | 0.42% |