SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 76 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.06 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,308 | -5.0% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $26,626 | -27.8% | 200 | -33.3% | 0.00% | – |
| Q1 2023 | $36,897 | +13.3% | 300 | 0.0% | 0.00% | – |
| Q4 2022 | $32,574 | +1.8% | 300 | 0.0% | 0.00% | – |
| Q3 2022 | $32,000 | -3.0% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $33,000 | -50.0% | 300 | -33.3% | 0.00% | – |
| Q1 2022 | $66,000 | -10.8% | 450 | 0.0% | 0.00% | – |
| Q4 2021 | $74,000 | – | 450 | – | 0.00% | – |
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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% |