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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,472 | -11.4% | 1,763 | +0.1% | 0.09% | -5.5% |
| Q2 2023 | $389,742 | +6.1% | 1,761 | +0.1% | 0.09% | +1.1% |
| Q1 2023 | $367,165 | +31.1% | 1,760 | +5.1% | 0.09% | +20.0% |
| Q4 2022 | $280,021 | +4.9% | 1,674 | -4.8% | 0.08% | -6.2% |
| Q3 2022 | $267,000 | +29.6% | 1,758 | +29.2% | 0.08% | +31.1% |
| Q2 2022 | $206,000 | -10.0% | 1,361 | +23.1% | 0.06% | +8.9% |
| Q1 2022 | $229,000 | – | 1,106 | – | 0.06% | – |
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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% |