United Asset Strategies, Inc. - SPDR SER TR ownership

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
United Asset Strategies, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
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$3,798,000105,9530.55%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
USA FINANCIAL FORMULAS 383,147$17,121,0006.92%
Steinberg Global Asset Management 175,304$7,833,0001.53%
USCA RIA LLC 123,407$5,514,0001.19%
Crosspoint Capital Strategies, LLC 92,732$4,060,0001.07%
American Research & Management Co. 35,325$1,578,0000.67%
INVESTMENT PARTNERS, LTD. 11,695$523,0000.63%
Regal Investment Advisors LLC 49,447$2,209,0000.57%
NEXT Financial Group, Inc 27,908$1,247,0000.46%
Windsor Capital Management, LLC 14,566$650,0000.40%
OPTIMUM INVESTMENT ADVISORS 18,495$826,0000.32%
View complete list of SPDR SER TR shareholders