SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 42 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $335,694 | +11.0% | 9,334 | +6.9% | 0.02% | 0.0% |
| Q1 2023 | $302,372 | +8.2% | 8,732 | +2.1% | 0.02% | 0.0% |
| Q4 2022 | $279,555 | +94344.3% | 8,556 | -7.0% | 0.02% | -13.0% |
| Q3 2022 | $296 | -13.7% | 9,198 | -14.1% | 0.02% | -14.8% |
| Q2 2022 | $343 | -24.4% | 10,710 | -3.7% | 0.03% | -12.9% |
| Q1 2022 | $454 | -7.3% | 11,125 | +3.2% | 0.03% | -18.4% |
| Q4 2021 | $490 | +8.4% | 10,785 | +4.3% | 0.04% | -13.6% |
| Q3 2021 | $452 | – | 10,340 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 61,246 | $2,120,833 | 2.13% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 99,116 | $3,432,210 | 0.45% |
| Better Money Decisions, LLC | 8,557 | $296,319 | 0.25% |
| WealthCare Investment Partners, LLC | 6,558 | $227,089 | 0.14% |
| 3D/L Capital Management, LLC | 7,217 | $249,923 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,048 | $417,199 | 0.03% |
| Gladstone Institutional Advisory LLC | 8,732 | $302,372 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1,833 | $63,473 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 55,509 | $1,922,171 | 0.00% |
| Capital Analysts, LLC | 1,988 | $69 | 0.00% |