SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 33 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,183 | -11.2% | 414 | +0.2% | 0.00% | 0.0% |
| Q2 2023 | $14,849 | +4.4% | 413 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $14,222 | +6.5% | 411 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $13,356 | +2.7% | 409 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -40.9% | 408 | -40.5% | 0.00% | -50.0% |
| Q2 2022 | $22,000 | -21.4% | 686 | +0.3% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -9.7% | 684 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | +3.3% | 683 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | -9.1% | 682 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | +26.9% | 682 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $26,000 | +8.3% | 580 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | – | 580 | – | 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% |