SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 90 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $602,000 | +7.7% | 3,640 | +11.9% | 0.40% | -7.2% |
| Q3 2021 | $559,000 | +13.2% | 3,254 | +13.0% | 0.43% | +12.2% |
| Q2 2021 | $494,000 | -22.4% | 2,879 | -28.9% | 0.39% | -28.7% |
| Q1 2021 | $637,000 | -21.2% | 4,047 | -22.8% | 0.54% | -17.5% |
| Q4 2020 | $808,000 | +82.4% | 5,243 | +41.1% | 0.66% | +67.3% |
| Q3 2020 | $443,000 | +53.3% | 3,715 | +43.3% | 0.39% | +36.6% |
| Q2 2020 | $289,000 | – | 2,592 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 55,250 | $6,131,000 | 1.32% |
| Kaizen Financial Strategies | 4,812 | $534,000 | 0.53% |
| New Legacy Group, LLC | 2,299 | $255,000 | 0.52% |
| Caerus Investment Advisors, LLC | 2,090 | $232,000 | 0.28% |
| Fort Point Capital Partners LLC | 10,511 | $1,166,000 | 0.19% |
| Quantum Private Wealth, LLC | 2,597 | $288,000 | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,638 | $1,513,000 | 0.14% |
| TELEMUS CAPITAL, LLC | 12,841 | $1,425,000 | 0.14% |
| Bogart Wealth, LLC | 8,834 | $980,000 | 0.09% |
| TIEDEMANN ADVISORS, LLC | 10,000 | $1,110,000 | 0.08% |