SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 199 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| 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% |