SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 42 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $13,000 | -23.5% | 407 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | -89.8% | 407 | -88.9% | 0.00% | -89.3% |
| Q4 2021 | $167,000 | -31.3% | 3,674 | -34.1% | 0.03% | -34.9% |
| Q3 2021 | $243,000 | -8.6% | 5,575 | +0.1% | 0.04% | -12.2% |
| Q2 2021 | $266,000 | +8.6% | 5,571 | +3.1% | 0.05% | -12.5% |
| Q1 2021 | $245,000 | +7.9% | 5,402 | +0.1% | 0.06% | -1.8% |
| Q4 2020 | $227,000 | – | 5,397 | – | 0.06% | – |
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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% |