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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,106,000 | -1.3% | 79,634 | +8.6% | 0.14% | +0.7% |
| Q4 2021 | $3,147,000 | +4.5% | 73,355 | +5.8% | 0.14% | -4.1% |
| Q3 2021 | $3,012,000 | +3.3% | 69,302 | +5.1% | 0.15% | +12.2% |
| Q2 2021 | $2,915,000 | +4.5% | 65,927 | +2.7% | 0.13% | -3.7% |
| Q1 2021 | $2,789,000 | +4.3% | 64,212 | +6.7% | 0.14% | -5.6% |
| Q4 2020 | $2,673,000 | +4.9% | 60,181 | +2.7% | 0.14% | -8.9% |
| Q3 2020 | $2,548,000 | +11.6% | 58,613 | +7.4% | 0.16% | -2.5% |
| Q2 2020 | $2,283,000 | +7.5% | 54,554 | +0.7% | 0.16% | -4.1% |
| Q1 2020 | $2,123,000 | -7.6% | 54,151 | +3.7% | 0.17% | +20.7% |
| Q4 2019 | $2,297,000 | – | 52,201 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |