SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,406 | -13.9% | 1,658 | -9.6% | 0.04% | -12.5% |
| Q2 2023 | $244,505 | +8.4% | 1,834 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $225,658 | +10.1% | 1,834 | -1.0% | 0.05% | +6.7% |
| Q2 2022 | $205,000 | -59.6% | 1,852 | -46.2% | 0.04% | -51.1% |
| Q1 2022 | $507,000 | -16.9% | 3,443 | -6.7% | 0.09% | -14.8% |
| Q4 2021 | $610,000 | -1.5% | 3,689 | +2.3% | 0.11% | -8.5% |
| Q3 2021 | $619,000 | – | 3,605 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 49,758 | $5,937,000 | 1.77% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,263 | $986,000 | 0.51% |
| PETERSON WEALTH MANAGEMENT | 3,715 | $443,000 | 0.39% |
| Snowden Capital Advisors LLC | 25,302 | $3,018,797 | 0.24% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,465 | $3,038,000 | 0.23% |
| Well Done, LLC | 6,870 | $820,000 | 0.23% |
| Allred Capital Management, LLC | 2,650 | $316,000 | 0.19% |
| Newbridge Financial Services Group, Inc. | 1,423 | $170,000 | 0.17% |
| RETIREMENT INCOME SOLUTIONS, INC | 2,128 | $254,000,000 | 0.11% |
| SEAVIEW INVESTMENT MANAGERS LLC | 1,007 | $119,000 | 0.11% |