SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $13,000 | 0.0% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +44.4% | 2,093,150 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $9,000 | -25.0% | 2,093,150 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $12,000 | +9.1% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +175.0% | 2,093,150 | +0.0% | 0.00% | +200.0% |
| Q2 2019 | $4,000 | -60.0% | 2,093,000 | -0.0% | 0.00% | -66.7% |
| Q1 2019 | $10,000 | +11.1% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $10,000 | 0.0% | 2,093,150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $10,000 | +25.0% | 2,093,150 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 2,093,100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | +14.3% | 2,093,100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | -12.5% | 2,093,100 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $8,000 | 0.0% | 2,093,100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | – | 2,093,100 | – | 0.00% | – |
Download | ||||||
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% |