SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 88 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.98 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,163 | +20.8% | 3,113 | -1.4% | 0.03% | +50.0% |
| Q2 2023 | $246,861 | -6.5% | 3,158 | -4.6% | 0.02% | -13.0% |
| Q4 2022 | $263,893 | +30.0% | 3,309 | -2.5% | 0.02% | +21.1% |
| Q2 2022 | $203,000 | -20.4% | 3,394 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $255,000 | +20.9% | 3,394 | -0.3% | 0.02% | 0.0% |
| Q2 2021 | $211,000 | – | 3,404 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 58,258 | $4,381,594 | 2.06% |
| SMI Advisory Services, LLC | 54,040 | $4,309,692 | 1.44% |
| Janney Capital Management LLC | 117,177 | $8,813 | 0.66% |
| Aspen Grove Capital, LLC | 19,352 | $1,455,441 | 0.64% |
| Legacy Capital Group California, Inc. | 17,255 | $1,297,749 | 0.63% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11,614 | $873,489 | 0.62% |
| Financial Sense Advisors, Inc. | 15,857 | $1,192,611 | 0.53% |
| ArchPoint Investors | 11,500 | $864,915 | 0.38% |
| EverSource Wealth Advisors, LLC | 33,804 | $2,542,399 | 0.32% |
| SPC Financial, Inc. | 33,234 | $2,499,529 | 0.28% |