SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 32 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,910 | +107.6% | 657 | +134.6% | 0.00% | – |
| Q2 2023 | $10,070 | -62.1% | 280 | -65.6% | 0.00% | – |
| Q4 2022 | $26,561 | +47.6% | 813 | +47.8% | 0.00% | – |
| Q3 2022 | $18,000 | -53.8% | 550 | -42.9% | 0.00% | – |
| Q1 2022 | $39,000 | -58.1% | 963 | -52.8% | 0.00% | – |
| Q4 2021 | $93,000 | +181.8% | 2,041 | +167.5% | 0.00% | – |
| Q3 2021 | $33,000 | -55.4% | 763 | -76.3% | 0.00% | – |
| Q1 2020 | $74,000 | +252.4% | 3,215 | +279.1% | 0.00% | – |
| Q4 2018 | $21,000 | -67.2% | 848 | -59.2% | 0.00% | – |
| Q3 2018 | $64,000 | +33.3% | 2,079 | +27.3% | 0.00% | – |
| Q2 2018 | $48,000 | -30.4% | 1,633 | -30.8% | 0.00% | – |
| Q1 2018 | $69,000 | – | 2,361 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |