SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,508 | -43.3% | 2,463 | -52.0% | 0.01% | +16.7% |
| Q2 2023 | $551,230 | +163.3% | 5,128 | +100.0% | 0.01% | +33.3% |
| Q1 2023 | $209,324 | +96362.7% | 2,564 | -4.7% | 0.01% | +50.0% |
| Q4 2022 | $217 | -99.9% | 2,690 | -11.2% | 0.01% | 0.0% |
| Q3 2022 | $244,000 | 0.0% | 3,030 | 0.0% | 0.01% | -25.0% |
| Q2 2022 | $244,000 | -47.4% | 3,030 | -47.3% | 0.01% | +33.3% |
| Q1 2022 | $464,000 | +123.1% | 5,754 | +362.2% | 0.01% | +50.0% |
| Q4 2021 | $208,000 | -1.9% | 1,245 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $212,000 | 0.0% | 1,245 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $212,000 | +8.2% | 1,245 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $196,000 | -53.3% | 1,245 | -54.3% | 0.00% | -76.5% |
| Q4 2020 | $420,000 | +29.6% | 2,724 | 0.0% | 0.02% | -10.5% |
| Q3 2020 | $324,000 | +136.5% | 2,724 | +118.8% | 0.02% | +72.7% |
| Q2 2020 | $137,000 | – | 1,245 | – | 0.01% | – |
| Q1 2020 | $0 | – | 0 | -100.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 2 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 21,121 | $3,255,000 | 2.51% |
| McGuire Investment Group, LLC | 50,225 | $7,740,000 | 1.92% |
| Orca Investment Management, LLC | 11,207 | $1,727,000 | 1.81% |
| Kaizen Financial Strategies | 6,439 | $992,000 | 1.10% |
| PETERSON WEALTH MANAGEMENT | 5,243 | $808,000 | 0.66% |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,967 | $919,000 | 0.64% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,608 | $1,327,000 | 0.62% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,371 | $3,910,000 | 0.31% |
| COLLECTIVE FAMILY OFFICE LLC | 3,150 | $485,000 | 0.27% |
| Well Done, LLC | 6,954 | $1,072,000 | 0.26% |