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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $326,000 | -5.2% | 7,404 | -4.9% | 0.13% | -13.9% |
| Q3 2019 | $344,000 | +1.8% | 7,783 | -0.4% | 0.15% | -2.6% |
| Q2 2019 | $338,000 | -53.3% | 7,813 | -57.3% | 0.16% | -61.8% |
| Q1 2019 | $723,000 | 0.0% | 18,284 | 0.0% | 0.41% | 0.0% |
| Q4 2018 | $723,000 | +249.3% | 18,284 | +284.4% | 0.41% | +290.4% |
| Q2 2018 | $207,000 | -82.5% | 4,756 | -82.5% | 0.10% | -85.7% |
| Q1 2018 | $1,180,000 | +107.7% | 27,167 | +110.7% | 0.73% | +137.6% |
| Q4 2017 | $568,000 | -46.2% | 12,891 | -45.4% | 0.31% | -51.0% |
| Q3 2017 | $1,055,000 | -22.7% | 23,607 | -22.2% | 0.62% | -23.1% |
| Q2 2017 | $1,365,000 | -15.3% | 30,357 | -17.2% | 0.81% | -24.8% |
| Q1 2017 | $1,612,000 | -72.6% | 36,664 | -73.9% | 1.08% | -53.2% |
| Q4 2016 | $5,890,000 | – | 140,413 | – | 2.31% | – |
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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% |