SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 198 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,948,979 | +3040.1% | 587,945 | +3042.9% | 0.00% | – |
| Q1 2023 | $635,303 | -11.6% | 18,707 | -14.6% | 0.00% | – |
| Q4 2022 | $718,701 | -32.6% | 21,898 | -28.4% | 0.00% | – |
| Q3 2022 | $1,067,000 | -12.1% | 30,604 | -9.6% | 0.00% | – |
| Q2 2022 | $1,214,000 | -52.2% | 33,850 | -42.8% | 0.00% | – |
| Q4 2021 | $2,541,000 | -8.1% | 59,230 | -6.9% | 0.00% | -100.0% |
| Q3 2021 | $2,765,000 | +0.8% | 63,611 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $2,742,000 | +11.4% | 62,010 | +11.9% | 0.00% | 0.0% |
| Q4 2020 | $2,462,000 | +5.7% | 55,433 | +3.4% | 0.00% | 0.0% |
| Q3 2020 | $2,330,000 | +10.5% | 53,610 | +6.4% | 0.00% | 0.0% |
| Q2 2020 | $2,108,000 | +384.6% | 50,369 | +392.6% | 0.00% | – |
| Q3 2018 | $435,000 | +5.1% | 10,225 | +7.3% | 0.00% | – |
| Q2 2018 | $414,000 | – | 9,528 | – | 0.00% | – |
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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% |