SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,711 | -15.5% | 24,027 | -4.5% | 0.00% | 0.0% |
| Q2 2023 | $904,940 | +3.9% | 25,162 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $871,330 | +1.4% | 25,163 | -4.3% | 0.00% | 0.0% |
| Q4 2022 | $859,030 | -8.1% | 26,291 | -9.5% | 0.00% | 0.0% |
| Q3 2022 | $935,000 | -26.5% | 29,037 | -26.9% | 0.00% | 0.0% |
| Q2 2022 | $1,272,000 | -33.0% | 39,739 | -14.6% | 0.00% | -50.0% |
| Q1 2022 | $1,898,000 | -17.9% | 46,517 | -8.5% | 0.00% | 0.0% |
| Q4 2021 | $2,311,000 | +15.0% | 50,832 | +10.5% | 0.00% | 0.0% |
| Q3 2021 | $2,009,000 | +8.1% | 45,997 | +18.4% | 0.00% | 0.0% |
| Q2 2021 | $1,858,000 | -69.3% | 38,845 | -70.8% | 0.00% | -71.4% |
| Q1 2021 | $6,054,000 | +27.9% | 133,223 | +18.5% | 0.01% | +16.7% |
| Q4 2020 | $4,733,000 | – | 112,392 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |