SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 71 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,640 | -6.3% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,356 | +10.4% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,285 | +19.3% | 86 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $8,619 | -4.2% | 86 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -30.8% | 86 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $13,000 | -18.8% | 86 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $16,000 | -15.8% | 86 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $19,000 | 0.0% | 86 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $19,000 | +5.6% | 86 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $18,000 | 0.0% | 86 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $18,000 | +20.0% | 86 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | +15.4% | 86 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $13,000 | +44.4% | 86 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $9,000 | – | 86 | – | 0.01% | – |
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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% |