SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,101 | +100.0% | 1,259 | +126.4% | 0.00% | – |
| Q2 2023 | $20,055 | -46.3% | 556 | -48.9% | 0.00% | – |
| Q1 2023 | $37,329 | +16.7% | 1,087 | +13.9% | 0.00% | – |
| Q4 2022 | $32,000 | +3.2% | 954 | +0.1% | 0.00% | – |
| Q3 2022 | $31,000 | 0.0% | 953 | +0.3% | 0.00% | – |
| Q2 2022 | $31,000 | -97.9% | 950 | -45.1% | 0.00% | -100.0% |
| Q1 2022 | $1,511,000 | +1998.6% | 1,729 | +8.3% | 0.00% | – |
| Q4 2021 | $72,000 | +1.4% | 1,596 | -3.2% | 0.00% | – |
| Q3 2021 | $71,000 | -55.3% | 1,649 | -50.6% | 0.00% | – |
| Q2 2021 | $159,000 | +26.2% | 3,336 | +19.9% | 0.00% | – |
| Q1 2021 | $126,000 | +231.6% | 2,782 | +206.1% | 0.00% | – |
| Q4 2020 | $38,000 | +100.0% | 909 | +54.1% | 0.00% | – |
| Q3 2020 | $19,000 | +5.6% | 590 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | -58.1% | 590 | -68.2% | 0.00% | – |
| Q1 2020 | $43,000 | – | 1,858 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 55,800 | $2,277,000 | 1.39% |
| WealthCare Investment Partners, LLC | 38,033 | $1,492,000 | 1.33% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 80,691 | $3,293,000 | 0.50% |
| Better Money Decisions, LLC | 8,514 | $347,000 | 0.32% |
| VALLEY NATIONAL ADVISERS INC | 23,254 | $949,000 | 0.18% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14,915 | $609,000 | 0.17% |
| 3D/L Capital Management, LLC | 8,341 | $340,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 14,017 | $572,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 11,125 | $454 | 0.03% |
| Tower Research Capital LLC (TRC) | 25,224 | $1,029,000 | 0.01% |