SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 42 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $217,468 | -93.2% | 6,535 | -92.9% | 0.00% | -100.0% |
| Q1 2024 | $3,206,133 | +13.8% | 92,500 | +13.5% | 0.01% | 0.0% |
| Q4 2023 | $2,817,974 | +36.5% | 81,515 | +25.7% | 0.01% | +25.0% |
| Q3 2023 | $2,064,171 | -10.1% | 64,857 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $2,294,943 | +19.4% | 63,811 | +15.0% | 0.00% | 0.0% |
| Q1 2023 | $1,922,171 | +17.1% | 55,509 | +10.5% | 0.00% | +33.3% |
| Q4 2022 | $1,641,358 | +6.5% | 50,235 | +4.9% | 0.00% | 0.0% |
| Q3 2022 | $1,541,000 | +12.6% | 47,879 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $1,369,000 | -14.0% | 42,763 | +9.7% | 0.00% | 0.0% |
| Q1 2022 | $1,591,000 | +6.7% | 38,981 | +18.9% | 0.00% | 0.0% |
| Q4 2021 | $1,491,000 | +16.7% | 32,794 | +12.1% | 0.00% | 0.0% |
| Q3 2021 | $1,278,000 | +29.4% | 29,263 | +41.6% | 0.00% | +50.0% |
| Q2 2021 | $988,000 | +318.6% | 20,663 | +297.4% | 0.00% | +100.0% |
| Q1 2021 | $236,000 | +7.8% | 5,200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $219,000 | – | 5,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 66,605 | $3,185,000 | 0.55% |
| VALLEY NATIONAL ADVISERS INC | 47,337 | $2,264,000 | 0.41% |
| Better Money Decisions, LLC | 8,487 | $406,000 | 0.36% |
| RFG Advisory, LLC | 53,707 | $2,568,000 | 0.23% |
| 3D/L Capital Management, LLC | 10,469 | $501,000 | 0.12% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,712 | $225,000 | 0.07% |
| Mayflower Financial Advisors, LLC | 8,943 | $428,000 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 5,571 | $266,000 | 0.05% |
| NewEdge Advisors, LLC | 22,299 | $1,066,000 | 0.03% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 930 | $44,000 | 0.02% |