SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 93 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,030 | -4.9% | 2,081 | 0.0% | 0.15% | -8.2% |
| Q2 2023 | $277,490 | +8.4% | 2,081 | +0.1% | 0.16% | -2.5% |
| Q1 2023 | $255,893 | +8.9% | 2,079 | +30.2% | 0.16% | +45.5% |
| Q1 2022 | $235,000 | -11.0% | 1,597 | 0.0% | 0.11% | -8.2% |
| Q4 2021 | $264,000 | +14.8% | 1,597 | +19.0% | 0.12% | +1.7% |
| Q3 2021 | $230,000 | 0.0% | 1,342 | +0.1% | 0.12% | -3.2% |
| Q2 2021 | $230,000 | – | 1,341 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 53,831 | $6,624,981 | 1.32% |
| New Legacy Group, LLC | 2,299 | $282,938 | 0.80% |
| Caerus Investment Advisors, LLC | 2,090 | $257,216 | 0.30% |
| Kaizen Financial Strategies | 2,056 | $253,070 | 0.25% |
| Empowered Funds, LLC | 33,948 | $4,177,980 | 0.25% |
| Householder Group Estate & Retirement Specialist, LLC | 4,656 | $573 | 0.22% |
| Quantum Private Wealth, LLC | 3,177 | $391,011 | 0.21% |
| Fort Point Capital Partners LLC | 10,309 | $1,268,690 | 0.19% |
| Northeast Financial Consultants Inc | 21,895 | $2,694,618 | 0.17% |
| Beacon Financial Advisory LLC | 2,079 | $255,893 | 0.16% |