SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |