SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 227 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,547 | -2.9% | 10,799 | +0.1% | 0.25% | -0.8% |
| Q2 2023 | $361,154 | +0.0% | 10,790 | +1.5% | 0.25% | -30.7% |
| Q1 2023 | $361,028 | +4.4% | 10,631 | +0.9% | 0.36% | +0.6% |
| Q4 2022 | $345,703 | -1.8% | 10,533 | +4.3% | 0.36% | -8.2% |
| Q3 2022 | $352,000 | +16.2% | 10,102 | +19.6% | 0.39% | +16.7% |
| Q2 2022 | $303,000 | -7.9% | 8,450 | +0.1% | 0.34% | -11.1% |
| Q1 2022 | $329,000 | -23.5% | 8,443 | -15.8% | 0.38% | -23.2% |
| Q4 2021 | $430,000 | +9.1% | 10,031 | +10.7% | 0.49% | +45.6% |
| Q3 2021 | $394,000 | – | 9,058 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NewSquare Capital LLC | 591,724 | $27,264,000 | 6.49% |
| Prospera Financial Services Inc | 437,196 | $20,144,000 | 4.16% |
| INVESTMENT PARTNERS, LTD. | 43,707 | $2,014,000 | 2.01% |
| Steinberg Global Asset Management | 174,436 | $8,037,000 | 1.40% |
| Transamerica Financial Advisors, Inc. | 290,805 | $13,400,000 | 1.35% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 37,971 | $1,750,000 | 0.82% |
| CWM, LLC | 189,245 | $8,720,000 | 0.64% |
| Regal Investment Advisors LLC | 46,873 | $2,160,000 | 0.59% |
| American Research & Management Co. | 28,325 | $1,305,000 | 0.50% |
| NEXT Financial Group, Inc | 32,835 | $1,512,000 | 0.48% |