SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 45 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,372 | -9.1% | 197 | -3.0% | 0.00% | -33.3% |
| Q2 2023 | $26,805 | +10.4% | 203 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,278 | +19.3% | 203 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $20,346 | +1.7% | 203 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $20,000 | -9.1% | 203 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -37.1% | 203 | -11.0% | 0.00% | -25.0% |
| Q1 2022 | $35,000 | -45.3% | 228 | -31.9% | 0.00% | -50.0% |
| Q4 2021 | $64,000 | -11.1% | 335 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $72,000 | +80.0% | 335 | +89.3% | 0.01% | +80.0% |
| Q2 2021 | $40,000 | – | 177 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 3,690 | $771,000 | 2.40% |
| RVW Wealth, LLC | 77,229 | $16,000,000 | 2.09% |
| Good Life Advisors, LLC | 35,127 | $7,346,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 9,079 | $1,898,000 | 0.75% |
| Acorn Wealth Advisors, LLC | 3,322 | $694,000 | 0.50% |
| Smart Portfolios, LLC | 2,690 | $562,000 | 0.48% |
| Cardan Capital Partners, LLC | 17,347 | $3,626,000 | 0.44% |
| Systelligence, LLC | 7,110 | $1,486,000 | 0.42% |
| KWMG, LLC | 11,630 | $2,431,000 | 0.39% |
| TSFG, LLC | 3,322 | $694,000 | 0.35% |