SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 71 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $17,000 | -10.5% | 90 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $19,000 | -5.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 90 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | +18.8% | 90 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $16,000 | +14.3% | 90 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $14,000 | +75.0% | 90 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $8,000 | -20.0% | 90 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $10,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -10.0% | 90 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $10,000 | – | 90 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 61,222 | $13,168,000 | 5.34% |
| WJ Wealth Management, LLC | 4,910 | $1,056,000 | 3.28% |
| Portfolio Strategies, Inc. | 71,951 | $15,473,000 | 3.03% |
| RVW Wealth, LLC | 74,627 | $16,000,000 | 2.35% |
| Good Life Advisors, LLC | 34,082 | $7,340,000 | 1.72% |
| Systelligence, LLC | 15,119 | $3,252,000 | 0.70% |
| Private Advisory Group LLC | 9,021 | $1,940,000 | 0.64% |
| Cardan Capital Partners, LLC | 21,869 | $4,704,000 | 0.58% |
| Kalos Management, Inc. | 4,097 | $1,042,000 | 0.44% |
| KWMG, LLC | 10,885 | $2,341,000 | 0.42% |