SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $146,000 | -85.5% | 4,394 | -84.8% | 0.00% | – |
| Q1 2024 | $1,004,000 | +95.7% | 28,952 | +95.3% | 0.00% | – |
| Q4 2023 | $513,000 | +135.3% | 14,827 | +116.0% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 34,643 | $1,152,829 | 0.89% |
| Better Money Decisions, LLC | 6,458 | $214,919 | 0.16% |
| Freedom Investment Management, Inc. | 9,362 | $311,547 | 0.03% |
| Lynx Investment Advisory | 666 | $22,155 | 0.02% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10,951 | $364,421 | 0.02% |
| OPPENHEIMER & CO INC | 12,565 | $418,131 | 0.01% |
| Capital Analysts, LLC | 1,895 | $63 | 0.00% |
| Pacific Center for Financial Services | 222 | $7,390 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 599 | $19,985 | 0.00% |
| Coppell Advisory Solutions LLC | 100 | $3,328 | 0.00% |