SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 196 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,342 | -73.1% | 503 | -72.3% | 0.00% | -50.0% |
| Q2 2023 | $60,706 | -31.0% | 1,813 | -30.0% | 0.00% | -33.3% |
| Q1 2023 | $87,934 | +4.5% | 2,589 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $84,144 | +1.4% | 2,563 | +6.5% | 0.00% | 0.0% |
| Q3 2022 | $83,000 | -16.2% | 2,406 | -14.3% | 0.00% | -25.0% |
| Q2 2022 | $99,000 | -76.3% | 2,809 | -71.2% | 0.00% | -69.2% |
| Q4 2021 | $418,000 | -38.5% | 9,753 | -37.7% | 0.01% | -40.9% |
| Q3 2021 | $680,000 | +24.1% | 15,653 | +26.0% | 0.02% | -26.7% |
| Q2 2021 | $548,000 | -5.4% | 12,421 | -7.0% | 0.03% | -9.1% |
| Q1 2021 | $579,000 | – | 13,354 | – | 0.03% | – |
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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% |