SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 129 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,226,362 | +1124.0% | 25,052 | +1116.1% | 2.45% | +869.6% |
| Q1 2022 | $427,000 | -24.8% | 2,060 | -11.9% | 0.25% | +19.3% |
| Q4 2021 | $568,000 | -71.6% | 2,338 | -78.6% | 0.21% | -73.2% |
| Q1 2021 | $2,000,000 | -45.4% | 10,943 | -49.0% | 0.79% | -45.9% |
| Q4 2020 | $3,664,000 | +31.2% | 21,452 | -3.4% | 1.46% | +12.8% |
| Q3 2020 | $2,792,000 | +407.6% | 22,209 | +351.7% | 1.30% | +398.1% |
| Q2 2020 | $550,000 | – | 4,917 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 19,760 | $4,890,205 | 3.77% |
| Hobart Private Capital, LLC | 43,817 | $10,843,831 | 3.09% |
| MGB Wealth Management, LLC | 30,614 | $8,134,920 | 3.04% |
| CHEMUNG CANAL TRUST CO | 42,219 | $10,448,352 | 2.02% |
| Beaumont Asset Management, L.L.C. | 11,845 | $2,931,372 | 1.88% |
| Adams Wealth Management | 29,821 | $7,380,158 | 1.70% |
| CacheTech Inc. | 29,821 | $7,380,158 | 1.70% |
| Intrepid Financial Planning Group LLC | 14,337 | $3,548,121 | 1.52% |
| McGuire Investment Group, LLC | 42,248 | $10,455,535 | 1.50% |
| JMAC ENTERPRISES LLC | 18,162 | $4,494,732 | 0.79% |