SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 184 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,540 | +14.6% | 1,569 | +29.3% | 0.07% | +13.8% |
| Q2 2023 | $268,443 | +2.1% | 1,213 | -4.3% | 0.06% | +3.2% |
| Q1 2022 | $263,000 | -11.7% | 1,268 | +3.5% | 0.06% | -25.9% |
| Q4 2021 | $298,000 | +23.1% | 1,225 | 0.0% | 0.08% | +7.6% |
| Q3 2021 | $242,000 | +3.4% | 1,225 | +0.8% | 0.08% | +1.3% |
| Q2 2021 | $234,000 | -12.7% | 1,215 | -17.0% | 0.08% | -23.5% |
| Q1 2021 | $268,000 | +7.2% | 1,464 | 0.0% | 0.10% | -23.3% |
| Q4 2020 | $250,000 | +224.7% | 1,464 | +37.1% | 0.13% | +146.3% |
| Q2 2018 | $77,000 | – | 1,068 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prostatis Group LLC | 46,163 | $10,215,410 | 4.75% |
| SFI Advisors, LLC | 19,968 | $4,418,719 | 4.20% |
| Hobart Private Capital, LLC | 50,693 | $11,217,854 | 4.17% |
| Adams Wealth Management | 47,668 | $10,548,397 | 3.29% |
| Beaumont Asset Management, L.L.C. | 15,216 | $3,367,226 | 2.55% |
| THEORY FINANCIAL LLC | 19,213 | $4,251,645 | 2.45% |
| McGuire Investment Group, LLC | 39,830 | $8,813,981 | 1.64% |
| Intrepid Financial Planning Group LLC | 14,999 | $3,319,129 | 1.59% |
| CHEMUNG CANAL TRUST CO | 27,557 | $6,098,092 | 1.31% |
| Smart Money Group LLC | 11,751 | $2,600,319 | 1.24% |