CLIFFORD SWAN INVESTMENT COUNSEL LLC - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$206,000
-2.8%
5,9130.0%0.01%
+11.1%
Q2 2022$212,000
-8.2%
5,9130.0%0.01%0.0%
Q1 2022$231,000
-9.1%
5,9130.0%0.01%0.0%
Q4 2021$254,000
-0.8%
5,9130.0%0.01%0.0%
Q3 2021$256,000
-1.2%
5,9130.0%0.01%
-10.0%
Q2 2021$259,000
+0.8%
5,9130.0%0.01%
-9.1%
Q1 2021$257,000
-2.3%
5,9130.0%0.01%0.0%
Q4 2020$263,000
+2.3%
5,9130.0%0.01%
-8.3%
Q3 2020$257,000
+4.0%
5,9130.0%0.01%
-7.7%
Q2 2020$247,000
+6.5%
5,9130.0%0.01%
-7.1%
Q1 2020$232,000
-10.8%
5,9130.0%0.01%
+7.7%
Q4 2019$260,000
-0.4%
5,9130.0%0.01%
-7.1%
Q3 2019$261,000
+2.4%
5,9130.0%0.01%
+7.7%
Q2 2019$255,000
+1.2%
5,9130.0%0.01%
-7.1%
Q1 2019$252,000
+7.7%
5,9130.0%0.01%0.0%
Q4 2018$234,000
-6.4%
5,913
+0.8%
0.01%
+7.7%
Q3 2018$250,000
-1.2%
5,865
+0.8%
0.01%
-7.1%
Q2 2018$253,000
+0.8%
5,821
+0.8%
0.01%0.0%
Q1 2018$251,000
-0.8%
5,777
+0.5%
0.01%0.0%
Q4 2017$253,000
-0.8%
5,748
+0.8%
0.01%
-6.7%
Q3 2017$255,0000.0%5,701
+0.7%
0.02%
-6.2%
Q2 2017$255,000
+3.2%
5,660
+0.7%
0.02%0.0%
Q1 2017$247,000
+5.1%
5,620
+0.5%
0.02%0.0%
Q4 2016$235,000
-6.7%
5,593
+1.0%
0.02%
-5.9%
Q3 2016$252,0005,5370.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders