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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,358 | +1.3% | 13,522 | +14.4% | 0.02% | -14.8% |
| Q2 2023 | $425,031 | +1.9% | 11,818 | -1.9% | 0.03% | -10.0% |
| Q1 2023 | $417,199 | +5.7% | 12,048 | -0.3% | 0.03% | +3.4% |
| Q4 2022 | $394,664 | -4.7% | 12,079 | -6.1% | 0.03% | -14.7% |
| Q3 2022 | $414,000 | +7.0% | 12,858 | +6.5% | 0.03% | +3.0% |
| Q2 2022 | $387,000 | -36.5% | 12,074 | -19.0% | 0.03% | -80.2% |
| Q1 2022 | $609,000 | +0.8% | 14,915 | +12.3% | 0.17% | 0.0% |
| Q4 2021 | $604,000 | +13.3% | 13,278 | +8.8% | 0.17% | -4.6% |
| Q3 2021 | $533,000 | +136.9% | 12,201 | +158.9% | 0.18% | +139.7% |
| Q2 2021 | $225,000 | – | 4,712 | – | 0.07% | – |
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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% |