SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 182 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 50.43 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,271 | -3.1% | 19,694 | -0.1% | 0.03% | 0.0% |
| Q2 2023 | $659,630 | -4.7% | 19,708 | -3.3% | 0.03% | -23.8% |
| Q1 2023 | $692,289 | +3.2% | 20,385 | -0.2% | 0.04% | -12.5% |
| Q4 2022 | $670,587 | +214.8% | 20,432 | +274.7% | 0.05% | +220.0% |
| Q1 2022 | $213,000 | -9.0% | 5,453 | 0.0% | 0.02% | -11.8% |
| Q4 2021 | $234,000 | – | 5,453 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |