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 | $226,350 | -1.1% | 7,112 | +7.6% | 0.00% | – |
| Q1 2023 | $228,822 | -22.7% | 6,608 | -28.6% | 0.00% | – |
| Q2 2022 | $296,000 | -21.7% | 9,255 | 0.0% | 0.00% | – |
| Q1 2022 | $378,000 | +1.6% | 9,255 | +13.2% | 0.00% | – |
| Q4 2021 | $372,000 | +39.8% | 8,173 | +34.3% | 0.00% | – |
| Q3 2021 | $266,000 | -39.0% | 6,086 | -33.2% | 0.00% | – |
| Q2 2021 | $436,000 | – | 9,110 | – | 0.00% | – |
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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% |