Baron Financial Group, LLC - SPDR SER TR ownership

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
Baron Financial Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$277,413,000
-64.5%
6,465
-64.1%
0.16%
-66.9%
Q3 2021$782,063,000
-16.7%
17,995
-15.3%
0.48%
-18.7%
Q2 2021$939,012,000
-21.7%
21,235
-23.1%
0.58%
-29.3%
Q1 2021$1,198,885,000
+138.1%
27,605
+143.4%
0.83%
+105.5%
Q4 2020$503,609,000
+3520.5%
11,340
+3443.8%
0.40%
+2992.3%
Q3 2020$13,910,0003200.01%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
NewSquare Capital LLC 591,724$27,264,0006.49%
Prospera Financial Services Inc 437,196$20,144,0004.16%
INVESTMENT PARTNERS, LTD. 43,707$2,014,0002.01%
Steinberg Global Asset Management 174,436$8,037,0001.40%
Transamerica Financial Advisors, Inc. 290,805$13,400,0001.35%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,971$1,750,0000.82%
CWM, LLC 189,245$8,720,0000.64%
Regal Investment Advisors LLC 46,873$2,160,0000.59%
American Research & Management Co. 28,325$1,305,0000.50%
NEXT Financial Group, Inc 32,835$1,512,0000.48%
View complete list of SPDR SER TR shareholders