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 | $2,069 | -11.5% | 65 | 0.0% | 0.00% | – |
| Q2 2023 | $2,338 | +3.9% | 65 | 0.0% | 0.00% | – |
| Q1 2023 | $2,251 | +6.0% | 65 | 0.0% | 0.00% | – |
| Q4 2022 | $2,124 | +6.2% | 65 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -77.8% | 65 | -77.3% | 0.00% | – |
| Q2 2022 | $9,000 | -25.0% | 286 | +0.4% | 0.00% | – |
| Q1 2022 | $12,000 | -7.7% | 285 | 0.0% | 0.00% | – |
| Q4 2021 | $13,000 | +8.3% | 285 | +0.4% | 0.00% | – |
| Q3 2021 | $12,000 | -14.3% | 284 | +0.4% | 0.00% | -100.0% |
| Q2 2021 | $14,000 | – | 283 | – | 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% |