SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697.
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 ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 14,018 | $419,000 | 0.10% |
| VALLEY NATIONAL ADVISERS INC | 7,668 | $229,000 | 0.06% |
| Financial Engines Advisors L.L.C. | 66,186 | $1,978,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 68,867 | $2,058,000 | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 660 | $20,000 | 0.01% |
| JANE STREET GROUP, LLC | 15,108 | $451,000 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 168 | $5,000 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 757 | $23,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 808 | $24,000 | 0.00% |