SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 215 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.23 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 ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 51,417 | $10,078,246 | 3.83% |
| SFI Advisors, LLC | 18,950 | $3,714,390 | 3.63% |
| Adams Wealth Management | 46,775 | $9,168,367 | 3.11% |
| Beaumont Asset Management, L.L.C. | 15,308 | $3,000,590 | 2.46% |
| THEORY FINANCIAL LLC | 17,730 | $3,475,257 | 2.04% |
| McGuire Investment Group, LLC | 41,185 | $8,072,672 | 1.56% |
| Intrepid Financial Planning Group LLC | 14,446 | $2,831,560 | 1.47% |
| Smart Money Group LLC | 13,543 | $2,654,631 | 1.26% |
| CHEMUNG CANAL TRUST CO | 27,738 | $5,436,924 | 1.25% |
| Global Assets Advisory, LLC | 5,846 | $1,145,966 | 1.01% |