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 | $3,820,783 | +35.8% | 39,891 | +10.9% | 0.02% | +50.0% |
| Q2 2023 | $2,812,519 | +4.1% | 35,980 | +0.1% | 0.01% | -9.1% |
| Q1 2023 | $2,702,466 | +25.6% | 35,932 | +33.2% | 0.01% | +22.2% |
| Q4 2022 | $2,151,242 | +56.0% | 26,975 | +7.9% | 0.01% | +50.0% |
| Q3 2022 | $1,379,000 | +6.3% | 24,994 | +15.0% | 0.01% | 0.0% |
| Q2 2022 | $1,297,000 | -15.5% | 21,738 | +6.2% | 0.01% | +20.0% |
| Q1 2022 | $1,535,000 | +153400.0% | 20,460 | +88856.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -80.0% | 23 | -68.5% | 0.00% | – |
| Q2 2021 | $5,000 | +400.0% | 73 | +217.4% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -75.0% | 23 | -78.7% | 0.00% | – |
| Q2 2020 | $4,000 | +100.0% | 108 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | – | 108 | – | 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% |