SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 86 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,080 | +8.9% | 2,767 | +14.5% | 0.00% | – |
| Q2 2023 | $322,305 | +8.4% | 2,417 | 0.0% | 0.00% | – |
| Q1 2023 | $297,460 | -3.7% | 2,417 | -15.0% | 0.00% | – |
| Q4 2022 | $308,983 | +45.1% | 2,842 | +42.6% | 0.00% | – |
| Q3 2022 | $213,000 | -7.0% | 1,993 | -3.6% | 0.00% | – |
| Q2 2022 | $229,000 | -27.1% | 2,068 | -3.0% | 0.00% | – |
| Q1 2022 | $314,000 | -0.3% | 2,131 | +11.7% | 0.00% | – |
| Q4 2021 | $315,000 | -24.1% | 1,907 | -21.2% | 0.00% | – |
| Q3 2021 | $415,000 | -43.4% | 2,420 | -43.4% | 0.00% | – |
| Q2 2021 | $733,000 | +33.3% | 4,275 | +22.4% | 0.00% | – |
| Q1 2021 | $550,000 | +8.3% | 3,494 | +6.1% | 0.00% | – |
| Q4 2020 | $508,000 | +33.3% | 3,294 | +3.1% | 0.00% | – |
| Q3 2020 | $381,000 | +31.8% | 3,194 | +23.1% | 0.00% | – |
| Q2 2020 | $289,000 | +86.5% | 2,594 | +37.0% | 0.00% | – |
| Q1 2020 | $155,000 | +573.9% | 1,894 | +723.5% | 0.00% | – |
| Q4 2019 | $23,000 | +9.5% | 230 | 0.0% | 0.00% | – |
| Q3 2019 | $21,000 | -4.5% | 230 | 0.0% | 0.00% | – |
| Q2 2019 | $22,000 | -42.1% | 230 | -42.5% | 0.00% | – |
| Q1 2019 | $38,000 | +26.7% | 400 | 0.0% | 0.00% | – |
| Q4 2018 | $30,000 | -16.7% | 400 | 0.0% | 0.00% | – |
| Q3 2018 | $36,000 | +125.0% | 400 | +100.0% | 0.00% | – |
| Q2 2018 | $16,000 | +6.7% | 200 | 0.0% | 0.00% | – |
| Q1 2018 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $14,000 | -51.7% | 200 | -54.3% | 0.00% | – |
| Q3 2017 | $29,000 | +3.6% | 438 | 0.0% | 0.00% | – |
| Q2 2017 | $28,000 | +211.1% | 438 | +186.3% | 0.00% | – |
| Q1 2017 | $9,000 | +80.0% | 153 | +43.0% | 0.00% | – |
| Q3 2015 | $5,000 | – | 107 | – | 0.00% | – |
Download | ||||||
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% |