SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 38 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,110,214 | +145.0% | 25,140 | +161.6% | 0.01% | +150.0% |
| Q2 2023 | $1,269,286 | +43.9% | 9,609 | +29.7% | 0.00% | 0.0% |
| Q1 2023 | $881,887 | +499.9% | 7,409 | +404.4% | 0.00% | – |
| Q4 2022 | $147,000 | -2.0% | 1,469 | -2.2% | 0.00% | – |
| Q3 2022 | $150,000 | -23.1% | 1,502 | -17.0% | 0.00% | – |
| Q2 2022 | $195,000 | -53.3% | 1,809 | -39.0% | 0.00% | -100.0% |
| Q1 2022 | $418,000 | -39.1% | 2,968 | -17.4% | 0.00% | 0.0% |
| Q4 2021 | $686,000 | -75.6% | 3,593 | -72.4% | 0.00% | -83.3% |
| Q3 2021 | $2,808,000 | +1.9% | 13,015 | +6.8% | 0.01% | 0.0% |
| Q2 2021 | $2,755,000 | +12.1% | 12,187 | +3.8% | 0.01% | 0.0% |
| Q1 2021 | $2,457,000 | -25.8% | 11,739 | -23.7% | 0.01% | -33.3% |
| Q4 2020 | $3,311,000 | +12.4% | 15,391 | -11.8% | 0.01% | 0.0% |
| Q3 2020 | $2,946,000 | +615.0% | 17,455 | +518.3% | 0.01% | +800.0% |
| Q2 2020 | $412,000 | +390.5% | 2,823 | +234.9% | 0.00% | – |
| Q1 2020 | $84,000 | – | 843 | – | 0.00% | – |
Download | ||||||
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% |