SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 206 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $799,738 | +14.2% | 24,637 | +17.7% | 0.01% | +12.5% |
| Q2 2023 | $700,402 | -10.8% | 20,927 | -9.5% | 0.01% | -20.0% |
| Q1 2023 | $784,973 | +219.2% | 23,115 | +20.1% | 0.01% | +42.9% |
| Q4 2022 | $245,917 | -65.1% | 19,253 | -4.7% | 0.01% | -41.7% |
| Q3 2022 | $704,000 | -41.4% | 20,197 | -39.7% | 0.01% | -40.0% |
| Q2 2022 | $1,201,000 | +114.8% | 33,488 | +133.8% | 0.02% | +122.2% |
| Q1 2022 | $559,000 | -34.4% | 14,324 | -27.9% | 0.01% | -30.8% |
| Q4 2021 | $852,000 | +39.9% | 19,863 | +41.8% | 0.01% | -13.3% |
| Q3 2021 | $609,000 | +9.9% | 14,006 | +11.7% | 0.02% | 0.0% |
| Q2 2021 | $554,000 | -70.1% | 12,539 | +30482.9% | 0.02% | – |
| Q2 2017 | $1,850,000 | – | 41 | – | 0.00% | – |
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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% |