SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,415 | -2.7% | 1,227 | +9.9% | 0.02% | -4.8% |
| Q2 2023 | $247,047 | +5.9% | 1,116 | -0.2% | 0.02% | -4.5% |
| Q1 2023 | $233,290 | -41.7% | 1,118 | -57.6% | 0.02% | -4.3% |
| Q3 2022 | $400,000 | +27.4% | 2,636 | +26.5% | 0.02% | +27.8% |
| Q2 2022 | $314,000 | -27.3% | 2,084 | 0.0% | 0.02% | -14.3% |
| Q1 2022 | $432,000 | +75.6% | 2,084 | +104.9% | 0.02% | -12.5% |
| Q4 2021 | $246,000 | -0.8% | 1,017 | -30.1% | 0.02% | -33.3% |
| Q4 2020 | $248,000 | – | 1,454 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Strategies, Inc. | 132,720 | $24,259,000 | 5.07% |
| Sterling Manor Financial, LLC | 29,756 | $5,439,000 | 4.84% |
| Beaumont Asset Management, L.L.C. | 16,977 | $3,103,000 | 2.60% |
| Adams Wealth Management | 28,075 | $5,132,000 | 2.36% |
| CHEMUNG CANAL TRUST CO | 54,778 | $10,012,000 | 2.01% |
| McGuire Investment Group, LLC | 42,583 | $7,783,000 | 1.64% |
| Miller Investment Management, LP | 31,098 | $5,684,000 | 1.05% |
| FIRST INTERSTATE BANCSYSTEM INC | 45,751 | $8,362,000 | 0.99% |
| Fulcrum Equity Management | 10,943 | $2,000,000 | 0.79% |
| Game Plan Financial Advisors, LLC | 5,971 | $1,098,000 | 0.71% |