SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 64 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,042 | -6.3% | 65 | 0.0% | 0.00% | – |
| Q2 2023 | $8,583 | +10.4% | 65 | 0.0% | 0.00% | – |
| Q1 2023 | $7,774 | +19.3% | 65 | 0.0% | 0.00% | – |
| Q4 2022 | $6,515 | -73.9% | 65 | -71.7% | 0.00% | -100.0% |
| Q3 2022 | $25,000 | 0.0% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -40.5% | 230 | +4.5% | 0.00% | -33.3% |
| Q4 2021 | $42,000 | -62.8% | 220 | -57.9% | 0.00% | -25.0% |
| Q3 2021 | $113,000 | -4.2% | 522 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $118,000 | -19.7% | 522 | -25.9% | 0.00% | -20.0% |
| Q1 2021 | $147,000 | – | 704 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KWMG, LLC | 26,841 | $3,320,659 | 0.42% |
| Kaizen Financial Strategies | 2,737 | $338,620 | 0.29% |
| MONEY CONCEPTS CAPITAL CORP | 10,220 | $1,264,378 | 0.13% |
| Moloney Securities Asset Management, LLC | 2,740 | $338,982 | 0.06% |
| Foundations Investment Advisors, LLC | 14,388 | $1,779,962 | 0.06% |
| Geneos Wealth Management Inc. | 7,221 | $893,382 | 0.05% |
| TSFG, LLC | 994 | $123 | 0.04% |
| Good Life Advisors, LLC | 2,614 | $323,475 | 0.04% |
| Cornerstone Wealth Management, LLC | 1,920 | $237,554 | 0.02% |
| Perigon Wealth Management, LLC | 2,572 | $318,197 | 0.01% |