SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 99 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $61,000 | -4.7% | 370 | 0.0% | 0.00% | – |
| Q3 2021 | $64,000 | -19.0% | 370 | -19.9% | 0.00% | – |
| Q2 2021 | $79,000 | +36.2% | 462 | +24.9% | 0.00% | – |
| Q1 2021 | $58,000 | +1.8% | 370 | 0.0% | 0.00% | – |
| Q4 2020 | $57,000 | +29.5% | 370 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | +340.0% | 370 | +101.1% | 0.00% | – |
| Q4 2016 | $10,000 | +11.1% | 184 | +14.3% | 0.00% | – |
| Q3 2016 | $9,000 | – | 161 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 21,121 | $3,255,000 | 2.51% |
| McGuire Investment Group, LLC | 50,225 | $7,740,000 | 1.92% |
| Orca Investment Management, LLC | 11,207 | $1,727,000 | 1.81% |
| Kaizen Financial Strategies | 6,439 | $992,000 | 1.10% |
| PETERSON WEALTH MANAGEMENT | 5,243 | $808,000 | 0.66% |
| SEAVIEW INVESTMENT MANAGERS LLC | 5,967 | $919,000 | 0.64% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,608 | $1,327,000 | 0.62% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 25,371 | $3,910,000 | 0.31% |
| COLLECTIVE FAMILY OFFICE LLC | 3,150 | $485,000 | 0.27% |
| Well Done, LLC | 6,954 | $1,072,000 | 0.26% |