OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 227 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$34,358
+3.3%
1,0250.0%0.02%0.0%
Q3 2023$33,272
-9.6%
1,025
-6.8%
0.02%
-5.6%
Q2 2023$36,817
-1.4%
1,1000.0%0.02%
-10.0%
Q1 2023$37,356
+3.5%
1,1000.0%0.02%0.0%
Q4 2022$36,102
-42.7%
1,100
-38.9%
0.02%
-41.2%
Q3 2022$63,000
-23.2%
1,800
-21.7%
0.03%
-17.1%
Q2 2022$82,000
-8.9%
2,3000.0%0.04%
+7.9%
Q1 2022$90,0000.0%2,300
+9.5%
0.04%
+8.6%
Q4 2021$90,000
-1.1%
2,1000.0%0.04%
-7.9%
Q3 2021$91,000
-2.2%
2,1000.0%0.04%
+31.0%
Q2 2021$93,000
-3.1%
2,100
-4.5%
0.03%
+3.6%
Q1 2021$96,000
-11.9%
2,200
-10.2%
0.03%
-15.2%
Q4 2020$109,000
-57.9%
2,450
-58.8%
0.03%
-62.1%
Q3 2020$259,000
-57.5%
5,950
-59.1%
0.09%
-59.0%
Q2 2020$609,000
+6.8%
14,5500.0%0.21%
-9.4%
Q1 2020$570,000
-18.8%
14,550
-8.8%
0.23%
+12.5%
Q4 2019$702,000
-2.2%
15,950
-1.8%
0.21%
-8.4%
Q3 2019$718,000
+1.4%
16,250
-0.9%
0.23%
-1.3%
Q2 2019$708,000
+1.1%
16,3900.0%0.23%0.0%
Q1 2019$700,000
+3.9%
16,390
-3.8%
0.23%
-0.9%
Q4 2018$674,000
-7.8%
17,040
-0.6%
0.23%
+14.9%
Q3 2018$731,000
-3.1%
17,140
-1.2%
0.20%
-6.9%
Q2 2018$754,000
-1.0%
17,340
-1.1%
0.22%
-3.1%
Q1 2018$762,000
-6.7%
17,540
-5.4%
0.22%
-13.8%
Q4 2017$817,000
-1.9%
18,540
-0.6%
0.26%
-6.8%
Q3 2017$833,000
+0.5%
18,645
+1.1%
0.28%
-2.8%
Q2 2017$829,000
+3.4%
18,445
+1.1%
0.29%
+1.1%
Q1 2017$802,000
+10.2%
18,245
+5.2%
0.28%
+3.6%
Q4 2016$728,000
-9.6%
17,345
-2.0%
0.27%
-9.6%
Q3 2016$805,000
-1.2%
17,6950.0%0.30%
-4.1%
Q2 2016$815,000
-1.2%
17,695
-3.3%
0.32%
-2.8%
Q1 2016$825,000
-0.1%
18,295
-1.1%
0.32%
+1.6%
Q4 2015$826,000
+1.5%
18,495
-0.5%
0.32%
-2.7%
Q3 2015$814,000
-5.8%
18,595
-3.2%
0.33%
+20.5%
Q1 2015$864,000
-3.8%
19,210
-6.3%
0.27%
-5.2%
Q4 2014$898,000
-2.9%
20,510
-3.5%
0.29%
-6.2%
Q3 2014$925,000
+0.7%
21,255
+0.9%
0.31%
+3.0%
Q2 2014$919,000
+32.8%
21,055
+29.1%
0.30%
+14.6%
Q1 2014$692,000
+17.7%
16,305
+9.4%
0.26%
+17.6%
Q4 2013$588,000
+10.3%
14,905
+14.2%
0.22%
+0.9%
Q3 2013$533,00013,0550.22%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders