SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 80 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.50 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 | 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% |