SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,000 | +9.5% | 6,863 | +23.7% | 0.00% | – |
| Q2 2023 | $199,000 | +231.7% | 5,546 | +217.6% | 0.00% | – |
| Q1 2023 | $60,000 | -81.9% | 1,746 | -82.8% | 0.00% | – |
| Q4 2022 | $331,000 | +34.0% | 10,127 | +32.0% | 0.00% | – |
| Q3 2022 | $247,000 | +57.3% | 7,670 | +56.3% | 0.00% | – |
| Q2 2022 | $157,000 | -51.5% | 4,907 | -38.2% | 0.00% | – |
| Q1 2022 | $324,000 | -35.1% | 7,943 | -27.7% | 0.00% | – |
| Q4 2021 | $499,000 | – | 10,983 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 14,018 | $419,000 | 0.10% |
| VALLEY NATIONAL ADVISERS INC | 7,668 | $229,000 | 0.06% |
| Financial Engines Advisors L.L.C. | 66,186 | $1,978,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 68,867 | $2,058,000 | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 660 | $20,000 | 0.01% |
| JANE STREET GROUP, LLC | 15,108 | $451,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 168 | $5,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 757 | $23,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 808 | $24,000 | 0.00% |