SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 190 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 250.00 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $944,235 | -3.4% | 29,089 | -0.3% | 0.12% | 0.0% |
| Q2 2023 | $977,009 | -1.9% | 29,191 | -0.5% | 0.12% | -6.9% |
| Q1 2023 | $995,982 | +2.5% | 29,328 | -0.9% | 0.13% | -3.0% |
| Q4 2022 | $971,457 | -14.1% | 29,600 | -8.8% | 0.14% | -22.4% |
| Q3 2022 | $1,131,000 | -70.2% | 32,447 | -69.4% | 0.17% | -68.5% |
| Q2 2022 | $3,798,000 | – | 105,953 | – | 0.55% | – |
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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% |