SPDR SER TR's ticker is XSW and the CUSIP is 78464A599. A total of 85 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.33 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,224 | +213.5% | 188 | +213.3% | 0.00% | – |
| Q2 2023 | $8,047 | +17.8% | 60 | 0.0% | 0.00% | – |
| Q4 2022 | $6,829 | -2.4% | 60 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -22.2% | 60 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | -10.0% | 60 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | -9.1% | 60 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | +10.0% | 60 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | -65.5% | 60 | -80.0% | 0.00% | – |
| Q2 2019 | $29,000 | -31.0% | 300 | -32.3% | 0.00% | – |
| Q1 2019 | $42,000 | +90.9% | 443 | +47.7% | 0.00% | – |
| Q4 2018 | $22,000 | -18.5% | 300 | 0.0% | 0.00% | – |
| Q3 2018 | $27,000 | – | 300 | – | 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% |