SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 73 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $336,129 | -70.8% | 2,535 | -73.6% | 0.00% | – |
| Q1 2023 | $1,150,169 | +10.4% | 9,617 | -4.8% | 0.00% | – |
| Q4 2022 | $1,042,000 | +1.3% | 10,106 | -2.2% | 0.00% | – |
| Q3 2022 | $1,029,000 | -3.7% | 10,333 | +3.8% | 0.00% | – |
| Q2 2022 | $1,069,000 | -20.1% | 9,953 | +13.9% | 0.00% | – |
| Q1 2022 | $1,338,000 | -29.6% | 8,736 | -12.2% | 0.00% | -100.0% |
| Q4 2021 | $1,900,000 | -7.8% | 9,951 | +4.0% | 0.00% | 0.0% |
| Q3 2021 | $2,060,000 | +18.0% | 9,567 | +23.9% | 0.00% | 0.0% |
| Q2 2021 | $1,746,000 | +19.0% | 7,724 | +10.0% | 0.00% | – |
| Q1 2021 | $1,467,000 | -25.7% | 7,021 | -23.0% | 0.00% | -100.0% |
| Q4 2020 | $1,974,000 | – | 9,121 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 61,222 | $13,168,000 | 5.34% |
| WJ Wealth Management, LLC | 4,910 | $1,056,000 | 3.28% |
| Portfolio Strategies, Inc. | 71,951 | $15,473,000 | 3.03% |
| RVW Wealth, LLC | 74,627 | $16,000,000 | 2.35% |
| Good Life Advisors, LLC | 34,082 | $7,340,000 | 1.72% |
| Systelligence, LLC | 15,119 | $3,252,000 | 0.70% |
| Private Advisory Group LLC | 9,021 | $1,940,000 | 0.64% |
| Cardan Capital Partners, LLC | 21,869 | $4,704,000 | 0.58% |
| Kalos Management, Inc. | 4,097 | $1,042,000 | 0.44% |
| KWMG, LLC | 10,885 | $2,341,000 | 0.42% |