SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 44 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $893,382 | -6.3% | 7,221 | 0.0% | 0.05% | -8.0% |
| Q2 2023 | $953,461 | +10.4% | 7,221 | 0.0% | 0.05% | -3.8% |
| Q1 2023 | $863,559 | +19.3% | 7,221 | 0.0% | 0.05% | +18.2% |
| Q4 2022 | $723,761 | +27.0% | 7,221 | +26.2% | 0.04% | +12.8% |
| Q3 2022 | $570,000 | -10.7% | 5,721 | -1.7% | 0.04% | +21.9% |
| Q2 2022 | $638,000 | -28.5% | 5,821 | 0.0% | 0.03% | -15.8% |
| Q1 2022 | $892,000 | +1.1% | 5,821 | +26.0% | 0.04% | +11.8% |
| Q4 2021 | $882,000 | -12.2% | 4,621 | 0.0% | 0.03% | -12.8% |
| Q3 2021 | $1,005,000 | -3.6% | 4,621 | 0.0% | 0.04% | -4.9% |
| Q2 2021 | $1,043,000 | +4.5% | 4,621 | 0.0% | 0.04% | +46.4% |
| Q1 2021 | $998,000 | +4.5% | 4,621 | 0.0% | 0.03% | -26.3% |
| Q4 2020 | $955,000 | +27.3% | 4,621 | +2.2% | 0.04% | -2.6% |
| Q3 2020 | $750,000 | +73.2% | 4,521 | +50.0% | 0.04% | +62.5% |
| Q2 2020 | $433,000 | +45.8% | 3,015 | 0.0% | 0.02% | +20.0% |
| Q1 2020 | $297,000 | – | 3,015 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 3,690 | $771,000 | 2.40% |
| RVW Wealth, LLC | 77,229 | $16,000,000 | 2.09% |
| Good Life Advisors, LLC | 35,127 | $7,346,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 9,079 | $1,898,000 | 0.75% |
| Acorn Wealth Advisors, LLC | 3,322 | $694,000 | 0.50% |
| Smart Portfolios, LLC | 2,690 | $562,000 | 0.48% |
| Cardan Capital Partners, LLC | 17,347 | $3,626,000 | 0.44% |
| Systelligence, LLC | 7,110 | $1,486,000 | 0.42% |
| KWMG, LLC | 11,630 | $2,431,000 | 0.39% |
| TSFG, LLC | 3,322 | $694,000 | 0.35% |