SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 27 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $240,860 | -9.4% | 7,238 | -5.6% | 0.00% | – |
Q1 2024 | $265,819 | +25.1% | 7,669 | +24.7% | 0.00% | – |
Q4 2023 | $212,526 | +5.7% | 6,148 | -1.8% | 0.00% | – |
Q3 2022 | $201,000 | -16.9% | 6,258 | +5.6% | 0.00% | – |
Q1 2022 | $242,000 | -16.0% | 5,926 | -6.6% | 0.00% | – |
Q4 2021 | $288,000 | +12.1% | 6,343 | +7.6% | 0.00% | – |
Q3 2021 | $257,000 | +14.7% | 5,896 | +26.0% | 0.00% | – |
Q2 2021 | $224,000 | -0.4% | 4,681 | -5.4% | 0.00% | – |
Q1 2021 | $225,000 | +10.3% | 4,949 | +2.0% | 0.00% | – |
Q4 2020 | $204,000 | – | 4,853 | – | 0.00% | – |
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% |