SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 7 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| American Research & Management Co. | 106,834 | $4,648,000 | 1.68% |
| Regal Investment Advisors LLC | 87,246 | $3,796,000 | 1.15% |
| Windsor Capital Management, LLC | 40,301 | $1,754,000 | 1.00% |
| Steinberg Global Asset Management | 82,679 | $3,597,000 | 0.82% |
| OPTIMUM INVESTMENT ADVISORS | 21,255 | $925,000 | 0.31% |
| Hillsdale Investment Management Inc. | 12,500 | $544,000 | 0.17% |
| SignalPoint Asset Management, LLC | 8,138 | $354,000 | 0.17% |
| NEXT Financial Group, Inc | 19,008 | $827,000 | 0.16% |
| HANCOCK WHITNEY CORP | 75,999 | $3,307,000 | 0.13% |
| HBK Sorce Advisory LLC | 7,435 | $339,000 | 0.12% |