SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 68 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,129,000 | +5.3% | 7,169 | +3.1% | 0.26% | -2.3% |
| Q4 2020 | $1,072,000 | +30.7% | 6,954 | +1.2% | 0.26% | +14.7% |
| Q3 2020 | $820,000 | +5.4% | 6,870 | -1.6% | 0.23% | +7.9% |
| Q2 2020 | $778,000 | +32.5% | 6,979 | -2.5% | 0.21% | +20.2% |
| Q1 2020 | $587,000 | -17.6% | 7,156 | +2.2% | 0.18% | +7.9% |
| Q4 2019 | $712,000 | -43.2% | 7,002 | -47.9% | 0.16% | +8.6% |
| Q3 2019 | $1,254,000 | +96.2% | 13,436 | +102.3% | 0.15% | +2.0% |
| Q2 2019 | $639,000 | +3.9% | 6,642 | +1.9% | 0.15% | -1.3% |
| Q1 2019 | $615,000 | +37.3% | 6,516 | +8.5% | 0.15% | +19.8% |
| Q4 2018 | $448,000 | -2.4% | 6,008 | +18.8% | 0.13% | -3.1% |
| Q3 2018 | $459,000 | – | 5,058 | – | 0.13% | – |
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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% |