SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 72 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,106 | -18.6% | 2,649 | -92.8% | 0.04% | +52.2% |
| Q1 2023 | $413,008 | +83.3% | 36,643 | +1668.5% | 0.02% | +130.0% |
| Q4 2022 | $225,270 | +217.3% | 2,072 | +213.0% | 0.01% | +150.0% |
| Q3 2022 | $71,000 | -19.3% | 662 | -15.6% | 0.00% | -50.0% |
| Q2 2022 | $88,000 | -73.9% | 784 | -65.7% | 0.01% | -57.9% |
| Q1 2022 | $337,000 | +149.6% | 2,286 | +180.1% | 0.02% | +72.7% |
| Q4 2021 | $135,000 | -5.6% | 816 | -10.4% | 0.01% | 0.0% |
| Q1 2021 | $143,000 | -2.7% | 911 | -4.4% | 0.01% | -21.4% |
| Q4 2020 | $147,000 | – | 953 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McGuire Investment Group, LLC | 55,250 | $6,131,000 | 1.32% |
| Kaizen Financial Strategies | 4,812 | $534,000 | 0.53% |
| New Legacy Group, LLC | 2,299 | $255,000 | 0.52% |
| Caerus Investment Advisors, LLC | 2,090 | $232,000 | 0.28% |
| Fort Point Capital Partners LLC | 10,511 | $1,166,000 | 0.19% |
| Quantum Private Wealth, LLC | 2,597 | $288,000 | 0.17% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13,638 | $1,513,000 | 0.14% |
| TELEMUS CAPITAL, LLC | 12,841 | $1,425,000 | 0.14% |
| Bogart Wealth, LLC | 8,834 | $980,000 | 0.09% |
| TIEDEMANN ADVISORS, LLC | 10,000 | $1,110,000 | 0.08% |