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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $510,397 | +10.4% | 15,227 | +6.9% | 0.02% | -5.3% |
| Q3 2023 | $462,414 | -0.9% | 14,246 | +2.2% | 0.02% | -5.0% |
| Q2 2023 | $466,708 | +32.8% | 13,944 | +34.7% | 0.02% | +25.0% |
| Q1 2023 | $351,554 | +4.3% | 10,352 | +0.8% | 0.02% | -5.9% |
| Q4 2022 | $337,127 | -30.3% | 10,272 | -26.0% | 0.02% | -39.3% |
| Q3 2022 | $484,000 | -10.9% | 13,874 | -8.4% | 0.03% | -17.6% |
| Q2 2022 | $543,000 | +33.7% | 15,153 | +45.5% | 0.03% | +78.9% |
| Q1 2022 | $406,000 | – | 10,413 | – | 0.02% | – |
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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% |