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 | $299,336 | +9562.2% | 1,527 | +10807.1% | 0.00% | – |
| Q2 2023 | $3,098 | +6.1% | 14 | 0.0% | 0.00% | – |
| Q1 2023 | $2,921 | +24.8% | 14 | 0.0% | 0.00% | – |
| Q4 2022 | $2,341 | -76.6% | 14 | -78.1% | 0.00% | – |
| Q3 2022 | $10,000 | +400.0% | 64 | +357.1% | 0.00% | – |
| Q2 2022 | $2,000 | -91.7% | 14 | -87.7% | 0.00% | – |
| Q1 2022 | $24,000 | -81.7% | 114 | -78.8% | 0.00% | – |
| Q4 2021 | $131,000 | +469.6% | 537 | +371.1% | 0.00% | – |
| Q3 2021 | $23,000 | +666.7% | 114 | +714.3% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 14 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 14 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | -85.7% | 14 | -82.9% | 0.00% | – |
| Q2 2019 | $7,000 | +75.0% | 82 | +70.8% | 0.00% | – |
| Q1 2019 | $4,000 | -77.8% | 48 | -84.6% | 0.00% | – |
| Q4 2016 | $18,000 | – | 312 | – | 0.00% | – |
Download | ||||||
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% |