SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 99 filers reported holding SPDR SER TR in Q4 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 ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 21,121 | $3,255,000 | 2.51% |
| McGuire Investment Group, LLC | 50,225 | $7,740,000 | 1.92% |
| Orca Investment Management, LLC | 11,207 | $1,727,000 | 1.81% |
| Kaizen Financial Strategies | 6,439 | $992,000 | 1.10% |
| PETERSON WEALTH MANAGEMENT | 5,243 | $808,000 | 0.66% |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,967 | $919,000 | 0.64% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,608 | $1,327,000 | 0.62% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,371 | $3,910,000 | 0.31% |
| COLLECTIVE FAMILY OFFICE LLC | 3,150 | $485,000 | 0.27% |
| Well Done, LLC | 6,954 | $1,072,000 | 0.26% |