SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.35 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 ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 55,524 | $8,181,000 | 1.50% |
| FIFTH THIRD SECURITIES, INC. | 1,872 | $276,000 | 0.82% |
| Kaizen Financial Strategies | 4,930 | $726,000 | 0.57% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 23,474 | $3,459,000 | 0.27% |
| Fort Point Capital Partners LLC | 10,931 | $1,611,000 | 0.22% |
| Quantum Private Wealth, LLC | 2,567 | $378,000 | 0.16% |
| New Legacy Group, LLC | 2,299 | $339,000 | 0.13% |
| Snowden Capital Advisors LLC | 21,334 | $3,143,000 | 0.13% |
| Beacon Financial Advisory LLC | 1,597 | $235,000 | 0.11% |
| Bogart Wealth, LLC | 8,352 | $1,231,000 | 0.10% |