SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 71 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,893 | -6.3% | 1,252 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $165,317 | +10.4% | 1,252 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $149,733 | -5.0% | 1,252 | -20.4% | 0.01% | -14.3% |
| Q4 2022 | $157,555 | -2.7% | 1,572 | -3.6% | 0.01% | 0.0% |
| Q3 2022 | $162,000 | -9.0% | 1,630 | -1.8% | 0.01% | -12.5% |
| Q2 2022 | $178,000 | -30.7% | 1,660 | -0.9% | 0.01% | -20.0% |
| Q1 2022 | $257,000 | -20.4% | 1,675 | -0.9% | 0.01% | -9.1% |
| Q4 2021 | $323,000 | -10.8% | 1,691 | +0.9% | 0.01% | -45.0% |
| Q3 2021 | $362,000 | -2.4% | 1,676 | +2.1% | 0.02% | 0.0% |
| Q2 2021 | $371,000 | +9.4% | 1,642 | +1.1% | 0.02% | -4.8% |
| Q1 2021 | $339,000 | -2.6% | 1,624 | +0.4% | 0.02% | -8.7% |
| Q4 2020 | $348,000 | +27.5% | 1,618 | 0.0% | 0.02% | +9.5% |
| Q3 2020 | $273,000 | +18.7% | 1,618 | +2.4% | 0.02% | +5.0% |
| Q2 2020 | $230,000 | +23.7% | 1,580 | -16.2% | 0.02% | +5.3% |
| Q1 2020 | $186,000 | -8.8% | 1,886 | +4.5% | 0.02% | +11.8% |
| Q4 2019 | $204,000 | +20.0% | 1,805 | +6.1% | 0.02% | +6.2% |
| Q3 2019 | $170,000 | +75.3% | 1,701 | +85.1% | 0.02% | +77.8% |
| Q2 2019 | $97,000 | – | 919 | – | 0.01% | – |
Download | ||||||
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% |