SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 227 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $215,882 | -5.8% | 6,450 | -4.4% | 0.05% | -9.6% |
| Q1 2023 | $229,230 | -10.1% | 6,750 | -4.9% | 0.05% | -18.8% |
| Q2 2022 | $255,000 | -99.9% | 7,100 | +3.6% | 0.06% | -31.9% |
| Q3 2021 | $297,701,000 | +12.2% | 6,850 | +14.2% | 0.09% | +20.5% |
| Q2 2021 | $265,320,000 | +7.6% | 6,000 | +8.1% | 0.08% | +36.8% |
| Q4 2020 | $246,476,000 | +2.2% | 5,550 | 0.0% | 0.06% | -17.4% |
| Q3 2020 | $241,259,000 | +17.7% | 5,550 | +13.3% | 0.07% | 0.0% |
| Q2 2020 | $205,065,000 | – | 4,900 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |