SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 228 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $213,843 | +2.9% | 864 | -3.5% | 0.02% | 0.0% |
| Q1 2024 | $207,751 | -27.7% | 895 | -30.0% | 0.02% | -23.8% |
| Q4 2023 | $287,471 | +19.6% | 1,279 | +4.2% | 0.02% | +5.0% |
| 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 ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 19,760 | $4,890,205 | 3.77% |
| Hobart Private Capital, LLC | 43,817 | $10,843,831 | 3.09% |
| MGB Wealth Management, LLC | 30,614 | $8,134,920 | 3.04% |
| CHEMUNG CANAL TRUST CO | 42,219 | $10,448,352 | 2.02% |
| Beaumont Asset Management, L.L.C. | 11,845 | $2,931,372 | 1.88% |
| Adams Wealth Management | 29,821 | $7,380,158 | 1.70% |
| CacheTech Inc. | 29,821 | $7,380,158 | 1.70% |
| Intrepid Financial Planning Group LLC | 14,337 | $3,548,121 | 1.52% |
| McGuire Investment Group, LLC | 42,248 | $10,455,535 | 1.50% |
| JMAC ENTERPRISES LLC | 18,162 | $4,494,732 | 0.79% |