SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 177 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $595,405 | +4.0% | 17,075 | 0.0% | 0.20% | -1.0% |
| Q4 2023 | $572,354 | -10.5% | 17,075 | -13.3% | 0.20% | -11.6% |
| Q3 2023 | $639,494 | -3.0% | 19,701 | 0.0% | 0.23% | -0.4% |
| Q2 2023 | $659,392 | -1.4% | 19,701 | 0.0% | 0.23% | -8.6% |
| Q1 2023 | $669,046 | -27.2% | 19,701 | -29.6% | 0.26% | -32.0% |
| Q4 2022 | $918,993 | – | 28,001 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 241,913 | $10,313,000 | 9.07% |
| INVESTMENT PARTNERS, LTD. | 37,695 | $4,558,000 | 2.53% |
| Strategic Wealth Partners, Ltd. | 102,040 | $4,350,000 | 2.32% |
| NewSquare Capital LLC | 219,315 | $9,349,000 | 1.78% |
| Diligent Investors, LLC | 65,932 | $2,811,000 | 1.54% |
| Stonehearth Capital Management, LLC | 41,275 | $1,760,000 | 1.34% |
| SWS Partners | 38,807 | $1,654,000 | 1.05% |
| Allworth Financial LP | 436,769 | $18,619,000 | 0.84% |
| Windsor Capital Management, LLC | 35,354 | $1,507,000 | 0.68% |
| 1834 INVESTMENT ADVISORS CO | 82,522 | $3,518,000 | 0.51% |