SPDR SER TR's ticker is QUS and the CUSIP is 78468R812. A total of 89 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229,555 | -3.1% | 2,081 | +9.6% | 0.15% | +5.0% |
| Q1 2022 | $237,000 | -4.4% | 1,899 | 0.0% | 0.14% | +11.0% |
| Q4 2021 | $248,000 | +9.3% | 1,899 | 0.0% | 0.13% | +9.5% |
| Q3 2021 | $227,000 | -14.3% | 1,899 | -14.4% | 0.12% | -15.3% |
| Q2 2021 | $265,000 | +7.7% | 2,219 | 0.0% | 0.14% | +2.2% |
| Q1 2021 | $246,000 | +6.5% | 2,219 | 0.0% | 0.13% | -14.1% |
| Q4 2020 | $231,000 | +7.9% | 2,219 | -8.6% | 0.16% | -13.3% |
| Q3 2020 | $214,000 | 0.0% | 2,429 | 0.0% | 0.18% | 0.0% |
| Q2 2020 | $214,000 | +15.7% | 2,429 | 0.0% | 0.18% | +2.3% |
| Q1 2020 | $185,000 | – | 2,429 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 208,139 | $19,709,000 | 11.21% |
| Financial Insights, Inc. | 106,952 | $10,127,000 | 8.88% |
| Continuum Advisory, LLC | 77,364 | $7,326,000 | 4.26% |
| SFMG, LLC | 353,331 | $33,457,000 | 4.09% |
| Jackson Wealth Management, LLC | 196,696 | $19,070,000 | 3.16% |
| Outlook Wealth Advisors, LLC | 52,322 | $4,955,000 | 2.79% |
| American Money Management, LLC | 51,107 | $4,839,000 | 2.26% |
| STRINGER ASSET MANAGEMENT, LLC | 21,853 | $2,069,000 | 2.25% |
| SENTINEL PENSION ADVISORS INC. | 32,069 | $3,037,000 | 1.97% |
| Brinker Capital Investments, LLC | 475,160 | $44,993,000 | 1.50% |