SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 50 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265,336 | -14.0% | 8,594 | -6.9% | 0.00% | -20.0% |
| Q2 2023 | $308,517 | +0.9% | 9,226 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $305,881 | +7.9% | 9,620 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $283,405 | -6.5% | 9,620 | 0.0% | 0.01% | -37.5% |
| Q3 2022 | $303,000 | -14.2% | 9,620 | -6.1% | 0.01% | 0.0% |
| Q2 2022 | $353,000 | -35.8% | 10,250 | -12.6% | 0.01% | -27.3% |
| Q1 2022 | $550,000 | -15.0% | 11,725 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $647,000 | -1.2% | 11,725 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $655,000 | -10.0% | 11,963 | +2.0% | 0.01% | -23.5% |
| Q2 2021 | $728,000 | +10.1% | 11,725 | +8.2% | 0.02% | -5.6% |
| Q1 2021 | $661,000 | – | 10,832 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fulcrum Equity Management | 48,197 | $2,941,000 | 1.16% |
| Founders Capital Management | 20,200 | $1,233,000 | 0.88% |
| VALLEY NATIONAL ADVISERS INC | 30,809 | $1,880,000 | 0.37% |
| Systelligence, LLC | 19,160 | $1,169,000 | 0.33% |
| LEVEL FOUR FINANCIAL, LLC | 9,270 | $566,000 | 0.26% |
| PSI Advisors, LLC | 6,201 | $378,000 | 0.22% |
| NWAM LLC | 36,397 | $2,221,000 | 0.22% |
| RETIREMENT CAPITAL STRATEGIES | 7,953 | $485,000 | 0.19% |
| Garrett Wealth Advisory Group, LLC | 3,414 | $208,000 | 0.15% |
| Portfolio Strategies, Inc. | 11,184 | $682,000 | 0.14% |