SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 85 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.33 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,429 | +180.4% | 40,719 | +158.8% | 0.14% | +40.6% |
| Q1 2023 | $1,936 | +10.6% | 15,734 | -2.3% | 0.10% | 0.0% |
| Q4 2022 | $1,751 | -99.9% | 16,105 | +28.8% | 0.10% | -5.9% |
| Q4 2021 | $2,068,000 | +43.2% | 12,504 | +48.6% | 0.10% | +20.0% |
| Q3 2021 | $1,444,000 | +39.2% | 8,413 | +39.2% | 0.08% | +32.8% |
| Q2 2021 | $1,037,000 | +63.6% | 6,044 | +50.2% | 0.06% | +33.3% |
| Q1 2021 | $634,000 | – | 4,023 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 54,144 | $6,869,854 | 1.32% |
| New Legacy Group, LLC | 2,299 | $291,700 | 0.80% |
| Newbridge Financial Services Group, Inc. | 4,096 | $519,705 | 0.26% |
| Kaizen Financial Strategies | 1,917 | $243,280 | 0.21% |
| Quantum Private Wealth, LLC | 3,277 | $415,808 | 0.20% |
| Fort Point Capital Partners LLC | 10,085 | $1,279,603 | 0.20% |
| Northeast Financial Consultants Inc | 19,912 | $2,526,459 | 0.16% |
| Beacon Financial Advisory LLC | 2,081 | $264,030 | 0.15% |
| NTV ASSET MANAGEMENT LLC | 5,825 | $739,083 | 0.13% |
| LEUTHOLD GROUP, LLC | 6,492 | $823,713 | 0.12% |