SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,611,962 | +10581.3% | 28,631 | +1053.1% | 0.02% | – |
| Q2 2023 | $52,540 | -83.9% | 2,483 | +58.5% | 0.00% | -100.0% |
| Q1 2023 | $326,908 | +24.8% | 1,567 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $262,049 | -77.1% | 1,567 | -79.2% | 0.00% | -85.7% |
| Q3 2022 | $1,144,000 | -44.3% | 7,521 | -44.5% | 0.01% | -53.3% |
| Q2 2022 | $2,055,000 | +213.7% | 13,545 | +329.2% | 0.02% | +150.0% |
| Q1 2022 | $655,000 | -85.3% | 3,156 | -86.0% | 0.01% | -89.3% |
| Q3 2021 | $4,457,000 | +5023.0% | 22,516 | +2783.0% | 0.06% | +5500.0% |
| Q2 2020 | $87,000 | – | 781 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 51,417 | $10,078,246 | 3.83% |
| SFI Advisors, LLC | 18,950 | $3,714,390 | 3.63% |
| Adams Wealth Management | 46,775 | $9,168,367 | 3.11% |
| Beaumont Asset Management, L.L.C. | 15,308 | $3,000,590 | 2.46% |
| THEORY FINANCIAL LLC | 17,730 | $3,475,257 | 2.04% |
| McGuire Investment Group, LLC | 41,185 | $8,072,672 | 1.56% |
| Intrepid Financial Planning Group LLC | 14,446 | $2,831,560 | 1.47% |
| Smart Money Group LLC | 13,543 | $2,654,631 | 1.26% |
| CHEMUNG CANAL TRUST CO | 27,738 | $5,436,924 | 1.25% |
| Global Assets Advisory, LLC | 5,846 | $1,145,966 | 1.01% |