SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,970 | -43.8% | 6,124 | -25.5% | 0.00% | -66.7% |
| Q4 2020 | $365,000 | +41.5% | 8,223 | +35.8% | 0.01% | +350.0% |
| Q3 2018 | $258,000 | -3.7% | 6,053 | -0.5% | 0.00% | -71.4% |
| Q4 2017 | $268,000 | +13.1% | 6,083 | +12.6% | 0.01% | -84.8% |
| Q1 2017 | $237,000 | -1.7% | 5,401 | +1.8% | 0.05% | -43.9% |
| Q3 2016 | $241,000 | – | 5,308 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |