SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 7 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,412 | -2.9% | 13,383 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $447,561 | +13.2% | 13,372 | +14.8% | 0.01% | 0.0% |
| Q1 2023 | $395,532 | +18.0% | 11,647 | +14.1% | 0.01% | 0.0% |
| Q4 2022 | $335,092 | -56.8% | 10,210 | -43.5% | 0.01% | -50.0% |
| Q4 2021 | $776,000 | -2.6% | 18,079 | -1.4% | 0.01% | -14.3% |
| Q3 2021 | $797,000 | +43.1% | 18,345 | +45.6% | 0.01% | +40.0% |
| Q2 2021 | $557,000 | +30.4% | 12,603 | +28.0% | 0.01% | +11.1% |
| Q1 2021 | $427,000 | +4.4% | 9,843 | +6.8% | 0.01% | 0.0% |
| Q4 2020 | $409,000 | +26.6% | 9,212 | +24.0% | 0.01% | +12.5% |
| Q3 2020 | $323,000 | +17.5% | 7,429 | +13.2% | 0.01% | 0.0% |
| Q2 2020 | $275,000 | – | 6,560 | – | 0.01% | – |
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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% |