SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 100 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $201,540 | -9.7% | 1,292 | -22.8% | 0.00% | -33.3% |
| Q2 2023 | $223,227 | -29.0% | 1,674 | -34.5% | 0.00% | -40.0% |
| Q1 2023 | $314,321 | +1.7% | 2,554 | -10.1% | 0.01% | 0.0% |
| Q4 2022 | $308,982 | -12.2% | 2,842 | -13.4% | 0.01% | -28.6% |
| Q3 2022 | $352,000 | -20.9% | 3,283 | -18.1% | 0.01% | -22.2% |
| Q2 2022 | $445,000 | -24.6% | 4,007 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $590,000 | -11.0% | 4,007 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $663,000 | -3.6% | 4,007 | 0.0% | 0.01% | -23.1% |
| Q3 2021 | $688,000 | +0.1% | 4,007 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $687,000 | +8.9% | 4,007 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $631,000 | -22.4% | 4,007 | -24.0% | 0.01% | -27.8% |
| Q4 2020 | $813,000 | +29.3% | 5,273 | 0.0% | 0.02% | +20.0% |
| Q3 2020 | $629,000 | +7.0% | 5,273 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $588,000 | – | 5,273 | – | 0.02% | – |
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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% |