SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 178 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $398,857 | +2.6% | 1,802 | -3.3% | 0.00% | 0.0% |
| Q1 2023 | $388,856 | +38.6% | 1,863 | +11.2% | 0.00% | +33.3% |
| Q4 2022 | $280,480 | +14.0% | 1,676 | +3.6% | 0.00% | 0.0% |
| Q3 2022 | $246,000 | +0.4% | 1,618 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $245,000 | -27.7% | 1,618 | -1.3% | 0.00% | -25.0% |
| Q1 2022 | $339,000 | -25.3% | 1,639 | -12.8% | 0.00% | -20.0% |
| Q4 2021 | $454,000 | – | 1,880 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hobart Private Capital, LLC | 51,417 | $10,078,246 | 3.83% |
| SFI Advisors, LLC | 18,950 | $3,714,390 | 3.63% |
| Adams Wealth Management | 46,775 | $9,168,367 | 3.11% |
| Beaumont Asset Management, L.L.C. | 15,308 | $3,000,590 | 2.46% |
| THEORY FINANCIAL LLC | 17,730 | $3,475,257 | 2.04% |
| McGuire Investment Group, LLC | 41,185 | $8,072,672 | 1.56% |
| Intrepid Financial Planning Group LLC | 14,446 | $2,831,560 | 1.47% |
| Smart Money Group LLC | 13,543 | $2,654,631 | 1.26% |
| CHEMUNG CANAL TRUST CO | 27,738 | $5,436,924 | 1.25% |
| Global Assets Advisory, LLC | 5,846 | $1,145,966 | 1.01% |