SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 195 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $287,430 | -7.6% | 8,580 | -6.3% | 0.03% | -21.2% |
| Q1 2023 | $311,006 | -1.5% | 9,158 | +1.8% | 0.03% | -36.5% |
| Q4 2022 | $315,709 | +5.6% | 8,992 | -2.6% | 0.05% | -59.1% |
| Q3 2022 | $299,000 | -15.3% | 9,230 | -4.3% | 0.13% | -17.5% |
| Q2 2022 | $353,000 | -10.6% | 9,648 | -9.7% | 0.15% | 0.0% |
| Q1 2022 | $395,000 | -12.0% | 10,689 | 0.0% | 0.15% | -18.1% |
| Q4 2021 | $449,000 | -10.4% | 10,689 | -7.3% | 0.19% | -1.1% |
| Q3 2021 | $501,000 | -4.4% | 11,528 | -3.4% | 0.19% | -4.0% |
| Q2 2021 | $524,000 | -12.7% | 11,928 | -13.6% | 0.20% | -22.7% |
| Q1 2021 | $600,000 | -10.6% | 13,799 | -10.9% | 0.26% | -17.2% |
| Q4 2020 | $671,000 | -17.1% | 15,495 | -16.0% | 0.31% | -28.5% |
| Q3 2020 | $809,000 | -7.8% | 18,446 | -12.0% | 0.43% | -19.1% |
| Q2 2020 | $877,000 | -4.7% | 20,954 | -6.2% | 0.53% | -22.2% |
| Q1 2020 | $920,000 | -15.4% | 22,338 | -8.7% | 0.69% | -3.7% |
| Q4 2019 | $1,088,000 | -5.3% | 24,472 | -6.3% | 0.71% | -25.1% |
| Q3 2019 | $1,149,000 | +3.0% | 26,129 | +1.2% | 0.95% | -11.0% |
| Q2 2019 | $1,115,000 | -4.5% | 25,814 | -5.5% | 1.07% | -14.9% |
| Q1 2019 | $1,168,000 | -1.4% | 27,314 | -8.9% | 1.26% | -20.1% |
| Q4 2018 | $1,185,000 | – | 29,967 | – | 1.57% | – |
Download | ||||||
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% |