SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,451,833 | +9120.3% | 15,158 | +7152.6% | 0.15% | +14900.0% |
| Q1 2023 | $15,746 | +80.6% | 209 | +91.7% | 0.00% | 0.0% |
| Q4 2022 | $8,718 | -96.7% | 109 | -96.9% | 0.00% | -93.8% |
| Q1 2022 | $262,000 | +88.5% | 3,501 | +24.9% | 0.02% | +77.8% |
| Q4 2021 | $139,000 | -29.4% | 2,804 | -22.6% | 0.01% | -30.8% |
| Q3 2021 | $197,000 | +16.6% | 3,623 | +32.5% | 0.01% | +8.3% |
| Q2 2021 | $169,000 | +22.5% | 2,735 | +5.5% | 0.01% | 0.0% |
| Q1 2021 | $138,000 | +20.0% | 2,593 | +1.0% | 0.01% | +20.0% |
| Q4 2020 | $115,000 | – | 2,568 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 58,258 | $4,381,594 | 2.06% |
| SMI Advisory Services, LLC | 54,040 | $4,309,692 | 1.44% |
| Janney Capital Management LLC | 117,177 | $8,813 | 0.66% |
| Aspen Grove Capital, LLC | 19,352 | $1,455,441 | 0.64% |
| Legacy Capital Group California, Inc. | 17,255 | $1,297,749 | 0.63% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11,614 | $873,489 | 0.62% |
| Financial Sense Advisors, Inc. | 15,857 | $1,192,611 | 0.53% |
| ArchPoint Investors | 11,500 | $864,915 | 0.38% |
| EverSource Wealth Advisors, LLC | 33,804 | $2,542,399 | 0.32% |
| SPC Financial, Inc. | 33,234 | $2,499,529 | 0.28% |