SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 42 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,475 | -10.2% | 2,614 | -4.1% | 0.04% | -9.8% |
| Q2 2023 | $360,036 | -95.0% | 2,727 | -95.4% | 0.04% | -95.5% |
| Q1 2023 | $7,146,419 | +10.6% | 59,755 | -7.3% | 0.91% | +2.2% |
| Q4 2022 | $6,463,943 | +23.8% | 64,493 | +23.1% | 0.89% | +16.0% |
| Q3 2022 | $5,223,000 | -5.2% | 52,397 | +2.3% | 0.77% | +0.3% |
| Q2 2022 | $5,509,000 | -27.2% | 51,239 | +3.8% | 0.77% | -18.7% |
| Q1 2022 | $7,569,000 | -3.8% | 49,386 | +19.8% | 0.94% | -1.0% |
| Q4 2021 | $7,870,000 | -11.1% | 41,224 | +0.5% | 0.96% | -20.8% |
| Q3 2021 | $8,853,000 | +2.8% | 41,038 | +7.8% | 1.21% | -26.1% |
| Q2 2021 | $8,610,000 | +17.2% | 38,083 | +8.4% | 1.63% | +9.7% |
| Q1 2021 | $7,346,000 | +0.1% | 35,127 | +3.1% | 1.49% | -13.5% |
| Q4 2020 | $7,340,000 | +30.5% | 34,082 | +2.3% | 1.72% | +12.3% |
| Q3 2020 | $5,626,000 | +1526.0% | 33,321 | +1319.7% | 1.53% | +1373.1% |
| Q2 2020 | $346,000 | – | 2,347 | – | 0.10% | – |
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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% |