SPDR SER TR's ticker is XES and the CUSIP is 78468R549. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916 | +22.6% | 20 | 0.0% | 0.00% | – |
| Q2 2023 | $1,563 | +3.9% | 20 | 0.0% | 0.00% | – |
| Q1 2023 | $1,504 | -5.7% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $1,595 | +59.5% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -66.7% | 20 | -42.9% | 0.00% | – |
| Q1 2022 | $3,000 | +200.0% | 35 | +75.0% | 0.00% | – |
| Q4 2021 | $1,000 | -75.0% | 20 | -75.0% | 0.00% | – |
| Q3 2021 | $4,000 | -42.9% | 80 | -23.8% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 105 | -0.9% | 0.00% | – |
| Q1 2021 | $6,000 | -88.7% | 106 | -91.0% | 0.00% | – |
| Q4 2020 | $53,000 | +488.9% | 1,173 | +271.2% | 0.00% | – |
| Q3 2020 | $9,000 | -43.8% | 316 | -33.2% | 0.00% | – |
| Q2 2020 | $16,000 | -5.9% | 473 | -37.3% | 0.00% | – |
| Q1 2020 | $17,000 | – | 754 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 58,258 | $4,381,594 | 2.06% |
| SMI Advisory Services, LLC | 54,040 | $4,309,692 | 1.44% |
| Janney Capital Management LLC | 117,177 | $8,813 | 0.66% |
| Aspen Grove Capital, LLC | 19,352 | $1,455,441 | 0.64% |
| Legacy Capital Group California, Inc. | 17,255 | $1,297,749 | 0.63% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11,614 | $873,489 | 0.62% |
| Financial Sense Advisors, Inc. | 15,857 | $1,192,611 | 0.53% |
| ArchPoint Investors | 11,500 | $864,915 | 0.38% |
| EverSource Wealth Advisors, LLC | 33,804 | $2,542,399 | 0.32% |
| SPC Financial, Inc. | 33,234 | $2,499,529 | 0.28% |