SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 27 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |