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 | $7,014 | -11.2% | 220 | 0.0% | 0.00% | -33.3% |
| Q2 2023 | $7,900 | +4.4% | 220 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $7,566 | +8.1% | 218 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 217 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 216 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 215 | +0.5% | 0.00% | -25.0% |
| Q4 2021 | $10,000 | +150.0% | 214 | +146.0% | 0.00% | +100.0% |
| Q3 2021 | $4,000 | – | 87 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 58,315 | $1,876,000 | 2.18% |
| WealthCare Investment Partners, LLC | 22,050 | $710,000 | 0.59% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 94,709 | $3,048,000 | 0.50% |
| Better Money Decisions, LLC | 8,517 | $274,000 | 0.27% |
| 3D/L Capital Management, LLC | 7,940 | $256,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 13,561 | $436,000 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,858 | $414,000 | 0.03% |
| Gladstone Institutional Advisory LLC | 9,198 | $296 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,198 | $71,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 22,136 | $712,000 | 0.01% |