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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $933,000 | -17.1% | 21,206 | -16.8% | 0.01% | -22.2% |
| Q3 2019 | $1,126,000 | +1.0% | 25,500 | -1.2% | 0.01% | 0.0% |
| Q2 2019 | $1,115,000 | +0.1% | 25,799 | -1.2% | 0.01% | 0.0% |
| Q1 2019 | $1,114,000 | +4.3% | 26,110 | -3.3% | 0.01% | 0.0% |
| Q4 2018 | $1,068,000 | -10.7% | 27,003 | -3.8% | 0.01% | +12.5% |
| Q3 2018 | $1,196,000 | +13.0% | 28,060 | +15.3% | 0.01% | +14.3% |
| Q2 2018 | $1,058,000 | +70.4% | 24,331 | +70.3% | 0.01% | +250.0% |
| Q1 2018 | $621,000 | – | 14,285 | – | 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% |