SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 27 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36 | -7.7% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $39 | 0.0% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39 | +8.3% | 1,105 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36 | -99.8% | 1,105 | +62.5% | 0.00% | +100.0% |
| Q3 2022 | $22,000 | 0.0% | 680 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -21.4% | 680 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -79.9% | 680 | -77.7% | 0.00% | -80.0% |
| Q4 2021 | $139,000 | +11.2% | 3,048 | +6.1% | 0.01% | 0.0% |
| Q3 2021 | $125,000 | +495.2% | 2,873 | +553.0% | 0.01% | +400.0% |
| Q2 2021 | $21,000 | +5.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | – | 440 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFI Advisors, LLC | 58,315 | $1,876,000 | 2.18% |
| WealthCare Investment Partners, LLC | 22,050 | $710,000 | 0.59% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 94,709 | $3,048,000 | 0.50% |
| Better Money Decisions, LLC | 8,517 | $274,000 | 0.27% |
| 3D/L Capital Management, LLC | 7,940 | $256,000 | 0.08% |
| Mayflower Financial Advisors, LLC | 13,561 | $436,000 | 0.07% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 12,858 | $414,000 | 0.03% |
| Gladstone Institutional Advisory LLC | 9,198 | $296 | 0.02% |
| CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2,198 | $71,000 | 0.02% |
| Tower Research Capital LLC (TRC) | 22,136 | $712,000 | 0.01% |