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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,862 | -6.4% | 9,700 | -3.5% | 0.00% | 0.0% |
| Q2 2023 | $336,374 | -8.3% | 10,050 | -6.9% | 0.00% | 0.0% |
| Q1 2023 | $366,768 | +3.5% | 10,800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $354,456 | -5.7% | 10,800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $376,000 | +3.9% | 10,800 | +27.1% | 0.00% | 0.0% |
| Q3 2018 | $362,000 | -1.9% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $369,000 | 0.0% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $369,000 | -1.3% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $374,000 | -1.6% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $380,000 | -0.5% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $382,000 | +2.1% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $374,000 | +4.8% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $357,000 | -7.8% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $387,000 | – | 8,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |