SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697.
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 ↓ |
|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 67,450 | $3,065,000 | 0.60% |
| Better Money Decisions, LLC | 8,449 | $384,000 | 0.40% |
| VALLEY NATIONAL ADVISERS INC | 42,250 | $1,920,000 | 0.38% |
| RFG Advisory, LLC | 40,938 | $1,860,000 | 0.20% |
| 3D/L Capital Management, LLC | 9,490 | $431,000 | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 16,282 | $740,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 9,594 | $436,000 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 5,402 | $245,000 | 0.06% |
| RMR Wealth Builders | 2,977 | $135,000 | 0.04% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 930 | $42,000 | 0.02% |