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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $272,000 | -60.6% | 6,975 | -56.6% | 0.05% | -58.0% |
| Q4 2021 | $690,000 | -2.4% | 16,085 | -1.2% | 0.11% | -17.0% |
| Q3 2021 | $707,000 | -1.8% | 16,275 | 0.0% | 0.14% | -17.7% |
| Q2 2021 | $720,000 | +1.8% | 16,275 | 0.0% | 0.16% | -4.1% |
| Q1 2021 | $707,000 | -1.0% | 16,275 | -2.4% | 0.17% | +1.2% |
| Q4 2020 | $714,000 | -2.7% | 16,675 | -1.2% | 0.17% | -18.8% |
| Q3 2020 | $734,000 | +94.2% | 16,875 | +87.0% | 0.21% | +89.1% |
| Q2 2020 | $378,000 | +17.4% | 9,025 | +9.7% | 0.11% | +0.9% |
| Q1 2020 | $322,000 | -7.7% | 8,225 | +3.7% | 0.11% | +18.5% |
| Q4 2019 | $349,000 | – | 7,930 | – | 0.09% | – |
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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% |