SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 81 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,206 | -4.9% | 1,704 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $227,227 | +8.4% | 1,704 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $209,711 | -19.3% | 1,704 | -3.3% | 0.06% | -15.3% |
| Q1 2022 | $260,000 | -99.9% | 1,762 | -34.7% | 0.07% | -40.0% |
| Q4 2021 | $447,000,000 | +20.8% | 2,700 | +25.2% | 0.12% | -3.2% |
| Q3 2021 | $370,000,000 | +1.4% | 2,157 | +1.4% | 0.12% | -0.8% |
| Q2 2021 | $365,000,000 | +9.0% | 2,128 | 0.0% | 0.12% | +8.7% |
| Q1 2021 | $335,000,000 | +2.1% | 2,128 | 0.0% | 0.12% | -3.4% |
| Q4 2020 | $328,000,000 | +29.1% | 2,128 | 0.0% | 0.12% | +5.3% |
| Q3 2020 | $254,000,000 | +7.2% | 2,128 | 0.0% | 0.11% | +13.0% |
| Q2 2020 | $237,000,000 | – | 2,128 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 53,831 | $6,624,981 | 1.32% |
| New Legacy Group, LLC | 2,299 | $282,938 | 0.80% |
| Caerus Investment Advisors, LLC | 2,090 | $257,216 | 0.30% |
| Kaizen Financial Strategies | 2,056 | $253,070 | 0.25% |
| Empowered Funds, LLC | 33,948 | $4,177,980 | 0.25% |
| Householder Group Estate & Retirement Specialist, LLC | 4,656 | $573 | 0.22% |
| Quantum Private Wealth, LLC | 3,177 | $391,011 | 0.21% |
| Fort Point Capital Partners LLC | 10,309 | $1,268,690 | 0.19% |
| Northeast Financial Consultants Inc | 21,895 | $2,694,618 | 0.17% |
| Beacon Financial Advisory LLC | 2,079 | $255,893 | 0.16% |