SPDR SER TR's ticker is XITK and the CUSIP is 78464A110. A total of 42 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $636,174 | +46.4% | 4,340 | +49.1% | 0.00% | – |
| Q1 2024 | $434,692 | +2.2% | 2,911 | 0.0% | 0.00% | – |
| Q4 2023 | $425,239 | +18.1% | 2,911 | 0.0% | 0.00% | – |
| Q3 2023 | $360,137 | -6.3% | 2,911 | 0.0% | 0.00% | – |
| Q2 2023 | $384,374 | +55849.6% | 2,911 | -57.8% | 0.00% | – |
| Q3 2022 | $687 | -100.0% | 6,894 | -4.7% | 0.00% | – |
| Q4 2021 | $1,381,000 | -19.1% | 7,235 | -8.6% | 0.00% | – |
| Q3 2021 | $1,707,000 | +81.4% | 7,914 | +90.1% | 0.00% | – |
| Q2 2021 | $941,000 | -0.4% | 4,164 | -57.9% | 0.00% | – |
| Q2 2018 | $945,000 | – | 9,890 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 3,690 | $771,000 | 2.40% |
| RVW Wealth, LLC | 77,229 | $16,000,000 | 2.09% |
| Good Life Advisors, LLC | 35,127 | $7,346,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 9,079 | $1,898,000 | 0.75% |
| Acorn Wealth Advisors, LLC | 3,322 | $694,000 | 0.50% |
| Smart Portfolios, LLC | 2,690 | $562,000 | 0.48% |
| Cardan Capital Partners, LLC | 17,347 | $3,626,000 | 0.44% |
| Systelligence, LLC | 7,110 | $1,486,000 | 0.42% |
| KWMG, LLC | 11,630 | $2,431,000 | 0.39% |
| TSFG, LLC | 3,322 | $694,000 | 0.35% |