SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 205 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $183,284 | +120.8% | 1,096 | +100.0% | 0.03% | -3.7% |
| Q3 2022 | $83,000 | -99.9% | 548 | -1.3% | 0.03% | -3.6% |
| Q2 2022 | $84,205,000 | +69490.9% | 555 | -4.6% | 0.03% | -15.2% |
| Q1 2022 | $121,000 | -7.6% | 582 | -12.1% | 0.03% | -29.8% |
| Q3 2021 | $131,000 | +3.1% | 662 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $127,000 | +5.0% | 662 | 0.0% | 0.05% | -29.4% |
| Q1 2021 | $121,000 | – | 662 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 244,225 | $50,664,000 | 15.43% |
| Arlington Capital Management, Inc. | 4,713 | $978,000 | 3.97% |
| Beaumont Asset Management, L.L.C. | 19,547 | $4,055,000 | 2.74% |
| Adams Wealth Management | 39,957 | $8,289,000 | 2.71% |
| MinichMacGregor Wealth Management, LLC | 37,233 | $7,723,000 | 2.47% |
| THEORY FINANCIAL LLC | 16,620 | $3,448,000 | 2.28% |
| CHEMUNG CANAL TRUST CO | 53,884 | $11,178,000 | 2.17% |
| McGuire Investment Group, LLC | 42,231 | $8,761,000 | 1.61% |
| FIRST INTERSTATE BANK | 66,414 | $13,778,000 | 1.29% |
| JMAC ENTERPRISES LLC | 17,573 | $3,646,000 | 0.86% |