SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 167 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 42.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,410 | -1.0% | 5,931 | +4.5% | 0.04% | -21.3% |
| Q4 2022 | $203,467 | -9.2% | 5,677 | -1.0% | 0.05% | -11.3% |
| Q1 2022 | $224,000 | -8.2% | 5,734 | +2.1% | 0.05% | -27.4% |
| Q3 2021 | $244,000 | -2.0% | 5,617 | -0.3% | 0.07% | -17.0% |
| Q2 2021 | $249,000 | +2.9% | 5,633 | +1.0% | 0.09% | -24.1% |
| Q1 2021 | $242,000 | -1.6% | 5,579 | +0.6% | 0.12% | -19.4% |
| Q4 2020 | $246,000 | -4.7% | 5,543 | -6.5% | 0.14% | -25.8% |
| Q3 2020 | $258,000 | +12.7% | 5,927 | +8.5% | 0.19% | -13.4% |
| Q2 2020 | $229,000 | -63.4% | 5,461 | -65.8% | 0.22% | -78.0% |
| Q1 2020 | $625,000 | -6.4% | 15,959 | +5.1% | 1.02% | +46.9% |
| Q4 2019 | $668,000 | – | 15,182 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| USA FINANCIAL FORMULAS | 383,147 | $17,121,000 | 6.92% |
| Steinberg Global Asset Management | 175,304 | $7,833,000 | 1.53% |
| USCA RIA LLC | 123,407 | $5,514,000 | 1.19% |
| Crosspoint Capital Strategies, LLC | 92,732 | $4,060,000 | 1.07% |
| American Research & Management Co. | 35,325 | $1,578,000 | 0.67% |
| INVESTMENT PARTNERS, LTD. | 11,695 | $523,000 | 0.63% |
| Regal Investment Advisors LLC | 49,447 | $2,209,000 | 0.57% |
| NEXT Financial Group, Inc | 27,908 | $1,247,000 | 0.46% |
| Windsor Capital Management, LLC | 14,566 | $650,000 | 0.40% |
| OPTIMUM INVESTMENT ADVISORS | 18,495 | $826,000 | 0.32% |