SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 205 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,310 | +753.9% | 588 | +863.9% | 0.00% | – |
| Q2 2023 | $13,504 | +115.8% | 61 | +103.3% | 0.00% | – |
| Q1 2023 | $6,259 | +24.8% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $5,017 | -61.4% | 30 | -65.5% | 0.00% | -100.0% |
| Q3 2022 | $13,000 | – | 87 | – | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $18,000 | -14.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | – | 85 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 244,225 | $50,664,000 | 15.43% |
| Arlington Capital Management, Inc. | 4,713 | $978,000 | 3.97% |
| Beaumont Asset Management, L.L.C. | 19,547 | $4,055,000 | 2.74% |
| Adams Wealth Management | 39,957 | $8,289,000 | 2.71% |
| MinichMacGregor Wealth Management, LLC | 37,233 | $7,723,000 | 2.47% |
| THEORY FINANCIAL LLC | 16,620 | $3,448,000 | 2.28% |
| CHEMUNG CANAL TRUST CO | 53,884 | $11,178,000 | 2.17% |
| McGuire Investment Group, LLC | 42,231 | $8,761,000 | 1.61% |
| FIRST INTERSTATE BANK | 66,414 | $13,778,000 | 1.29% |
| JMAC ENTERPRISES LLC | 17,573 | $3,646,000 | 0.86% |