SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 42 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,982 | -14.0% | 2,740 | -8.2% | 0.06% | -12.9% |
| Q2 2023 | $394,145 | +7.6% | 2,985 | -2.5% | 0.07% | +2.9% |
| Q1 2023 | $366,199 | +19.3% | 3,062 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $306,892 | -0.7% | 3,062 | -1.2% | 0.07% | -9.3% |
| Q3 2022 | $309,000 | -7.2% | 3,098 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $333,000 | -29.9% | 3,098 | 0.0% | 0.08% | -15.2% |
| Q1 2022 | $475,000 | -19.6% | 3,098 | 0.0% | 0.09% | -8.0% |
| Q4 2021 | $591,000 | +0.2% | 3,098 | +13.3% | 0.10% | -6.5% |
| Q3 2021 | $590,000 | -6.5% | 2,735 | -2.1% | 0.11% | -7.0% |
| Q2 2021 | $631,000 | +8.0% | 2,793 | 0.0% | 0.12% | 0.0% |
| Q1 2021 | $584,000 | +0.7% | 2,793 | +3.5% | 0.12% | -10.9% |
| Q4 2020 | $580,000 | +30.3% | 2,698 | +2.4% | 0.13% | +10.3% |
| Q3 2020 | $445,000 | +20.6% | 2,635 | +4.0% | 0.12% | +9.3% |
| Q2 2020 | $369,000 | – | 2,534 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 61,222 | $13,168,000 | 5.34% |
| WJ Wealth Management, LLC | 4,910 | $1,056,000 | 3.28% |
| Portfolio Strategies, Inc. | 71,951 | $15,473,000 | 3.03% |
| RVW Wealth, LLC | 74,627 | $16,000,000 | 2.35% |
| Good Life Advisors, LLC | 34,082 | $7,340,000 | 1.72% |
| Systelligence, LLC | 15,119 | $3,252,000 | 0.70% |
| Private Advisory Group LLC | 9,021 | $1,940,000 | 0.64% |
| Cardan Capital Partners, LLC | 21,869 | $4,704,000 | 0.58% |
| Kalos Management, Inc. | 4,097 | $1,042,000 | 0.44% |
| KWMG, LLC | 10,885 | $2,341,000 | 0.42% |