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 | $10,809 | -4.9% | 85 | 0.0% | 0.00% | – |
| Q2 2023 | $11,360 | +8.4% | 85 | 0.0% | 0.00% | – |
| Q1 2023 | $10,476 | +13.3% | 85 | 0.0% | 0.00% | – |
| Q4 2022 | $9,249 | +2.8% | 85 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -18.2% | 85 | -10.5% | 0.00% | -100.0% |
| Q2 2022 | $11,000 | -21.4% | 95 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -12.5% | 95 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $16,000 | +700.0% | 95 | +850.0% | 0.00% | – |
| Q2 2021 | $2,000 | – | 10 | – | 0.00% | – |
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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% |