SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 30 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $602,104 | -14.5% | 20,743 | -7.3% | 0.05% | -14.0% |
| Q4 2023 | $703,829 | -29.7% | 22,366 | -31.0% | 0.06% | -44.1% |
| Q3 2023 | $1,000,995 | -8.2% | 32,421 | -0.6% | 0.10% | +13.3% |
| Q2 2023 | $1,090,669 | +4.2% | 32,615 | -1.0% | 0.09% | -15.1% |
| Q1 2023 | $1,047,103 | +4.9% | 32,931 | -2.8% | 0.11% | +20.5% |
| Q4 2022 | $998,412 | -6.5% | 33,890 | +0.0% | 0.09% | -13.7% |
| Q3 2022 | $1,068,000 | -11.1% | 33,885 | +0.0% | 0.10% | -8.1% |
| Q2 2022 | $1,202,000 | -24.4% | 33,884 | +0.0% | 0.11% | -9.0% |
| Q1 2022 | $1,589,000 | -15.7% | 33,879 | -0.8% | 0.12% | -18.1% |
| Q4 2021 | $1,885,000 | -1.8% | 34,137 | -2.6% | 0.15% | -14.4% |
| Q3 2021 | $1,920,000 | -12.2% | 35,059 | -0.4% | 0.17% | -14.3% |
| Q2 2021 | $2,186,000 | -1.6% | 35,213 | -3.3% | 0.20% | -8.1% |
| Q1 2021 | $2,221,000 | – | 36,397 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Founders Capital Management | 12,759 | $705,000 | 0.45% |
| VALLEY NATIONAL ADVISERS INC | 16,897 | $792,000 | 0.15% |
| NWAM LLC | 33,879 | $1,589,000 | 0.12% |
| Laidlaw Wealth Management LLC | 12,879 | $604,000 | 0.10% |
| PSI Advisors, LLC | 3,962 | $186,000 | 0.08% |
| OPTIMUM INVESTMENT ADVISORS | 3,093 | $145,000 | 0.06% |
| BCR Wealth Strategies, LLC | 846 | $40,000 | 0.04% |
| Gladstone Institutional Advisory LLC | 10,023 | $470 | 0.03% |
| Cordasco Financial Network | 810 | $38,000 | 0.02% |
| Joseph Group Capital Management | 500 | $23,000 | 0.02% |