SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 37 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,098 | -11.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,576 | -16.9% | 600 | -20.0% | 0.00% | -50.0% |
| Q1 2023 | $25,973 | +6.0% | 750 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $24,503 | +2.1% | 750 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $24,000 | +4.3% | 750 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $23,000 | -32.4% | 750 | -11.8% | 0.00% | 0.0% |
| Q1 2022 | $34,000 | -10.5% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | – | 850 | – | 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% |