SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q3 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chessman Wealth Strategies RIA | 241,913 | $10,313,000 | 9.07% |
| INVESTMENT PARTNERS, LTD. | 37,695 | $4,558,000 | 2.53% |
| Strategic Wealth Partners, Ltd. | 102,040 | $4,350,000 | 2.32% |
| NewSquare Capital LLC | 219,315 | $9,349,000 | 1.78% |
| Diligent Investors, LLC | 65,932 | $2,811,000 | 1.54% |
| Stonehearth Capital Management, LLC | 41,275 | $1,760,000 | 1.34% |
| SWS Partners | 38,807 | $1,654,000 | 1.05% |
| Allworth Financial LP | 436,769 | $18,619,000 | 0.84% |
| Windsor Capital Management, LLC | 35,354 | $1,507,000 | 0.68% |
| 1834 INVESTMENT ADVISORS CO | 82,522 | $3,518,000 | 0.51% |