SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $41,000 | +78.3% | 1,258 | +66.2% | 0.00% | – |
| Q3 2019 | $23,000 | 0.0% | 757 | 0.0% | 0.00% | – |
| Q2 2019 | $23,000 | +9.5% | 757 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | +16.7% | 757 | 0.0% | 0.00% | – |
| Q4 2018 | $18,000 | -25.0% | 757 | +0.1% | 0.00% | – |
| Q3 2018 | $24,000 | +500.0% | 756 | +509.7% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 124 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | – | 124 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |