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 | $449,312 | +41.7% | 13,842 | +46.1% | 0.00% | – |
| Q2 2023 | $317,128 | +14.9% | 9,475 | +16.5% | 0.00% | – |
| Q1 2023 | $276,095 | +658.6% | 8,130 | +633.1% | 0.00% | – |
| Q4 2022 | $36,397 | -44.9% | 1,109 | -41.9% | 0.00% | – |
| Q3 2022 | $66,000 | -2.9% | 1,909 | 0.0% | 0.00% | – |
| Q2 2022 | $68,000 | -9.3% | 1,909 | 0.0% | 0.00% | – |
| Q1 2022 | $75,000 | +1775.0% | 1,909 | +1975.0% | 0.00% | – |
| Q2 2021 | $4,000 | -95.8% | 92 | -95.8% | 0.00% | – |
| Q3 2020 | $95,000 | +17.3% | 2,175 | +11.8% | 0.00% | – |
| Q2 2020 | $81,000 | +62.0% | 1,945 | +53.0% | 0.00% | – |
| Q1 2020 | $50,000 | +400.0% | 1,271 | +429.6% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 240 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 240 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | +12.5% | 240 | +40.4% | 0.00% | – |
| Q2 2016 | $8,000 | – | 171 | – | 0.00% | – |
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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% |