SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 162 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,831,560 | -14.7% | 14,446 | -3.7% | 1.47% | -7.9% |
| Q2 2023 | $3,319,129 | +5.0% | 14,999 | -1.0% | 1.59% | -0.1% |
| Q1 2023 | $3,161,845 | +23.7% | 15,156 | -0.9% | 1.60% | +14.8% |
| Q4 2022 | $2,556,278 | +3.0% | 15,286 | -6.3% | 1.39% | -1.4% |
| Q3 2022 | $2,481,000 | +0.6% | 16,306 | +0.3% | 1.41% | +4.0% |
| Q2 2022 | $2,466,000 | – | 16,251 | – | 1.36% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 51,417 | $10,078,246 | 3.83% |
| SFI Advisors, LLC | 18,950 | $3,714,390 | 3.63% |
| Adams Wealth Management | 46,775 | $9,168,367 | 3.11% |
| Beaumont Asset Management, L.L.C. | 15,308 | $3,000,590 | 2.46% |
| THEORY FINANCIAL LLC | 17,730 | $3,475,257 | 2.04% |
| McGuire Investment Group, LLC | 41,185 | $8,072,672 | 1.56% |
| Intrepid Financial Planning Group LLC | 14,446 | $2,831,560 | 1.47% |
| Smart Money Group LLC | 13,543 | $2,654,631 | 1.26% |
| CHEMUNG CANAL TRUST CO | 27,738 | $5,436,924 | 1.25% |
| Global Assets Advisory, LLC | 5,846 | $1,145,966 | 1.01% |