SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,307 | -99.2% | 97 | -99.2% | 0.00% | -99.0% |
| Q2 2023 | $1,527,538 | +13.1% | 11,455 | +4.4% | 0.10% | +7.8% |
| Q1 2023 | $1,350,217 | +20.1% | 10,971 | +6.1% | 0.09% | +15.4% |
| Q4 2022 | $1,124,502 | +9.7% | 10,343 | +8.1% | 0.08% | -9.3% |
| Q3 2022 | $1,025,000 | +4.6% | 9,569 | +8.3% | 0.09% | 0.0% |
| Q2 2022 | $980,000 | -20.4% | 8,834 | +5.8% | 0.09% | -18.1% |
| Q1 2022 | $1,231,000 | -7.0% | 8,352 | +4.3% | 0.10% | -12.5% |
| Q4 2021 | $1,324,000 | +1.9% | 8,005 | +5.8% | 0.12% | -9.1% |
| Q3 2021 | $1,299,000 | – | 7,567 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 55,250 | $6,131,000 | 1.32% |
| Kaizen Financial Strategies | 4,812 | $534,000 | 0.53% |
| New Legacy Group, LLC | 2,299 | $255,000 | 0.52% |
| Caerus Investment Advisors, LLC | 2,090 | $232,000 | 0.28% |
| Fort Point Capital Partners LLC | 10,511 | $1,166,000 | 0.19% |
| Quantum Private Wealth, LLC | 2,597 | $288,000 | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,638 | $1,513,000 | 0.14% |
| TELEMUS CAPITAL, LLC | 12,841 | $1,425,000 | 0.14% |
| Bogart Wealth, LLC | 8,834 | $980,000 | 0.09% |
| TIEDEMANN ADVISORS, LLC | 10,000 | $1,110,000 | 0.08% |