SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 36 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,192 | -10.4% | 7,515 | +1.3% | 0.08% | +1.3% |
| Q2 2023 | $266,887 | +6.8% | 7,421 | +2.8% | 0.08% | +16.7% |
| Q1 2023 | $249,923 | -3.3% | 7,217 | -8.7% | 0.07% | -5.7% |
| Q4 2022 | $258,381 | +0.9% | 7,908 | -0.4% | 0.07% | -7.9% |
| Q3 2022 | $256,000 | +0.8% | 7,940 | 0.0% | 0.08% | +7.0% |
| Q2 2022 | $254,000 | -25.3% | 7,940 | -4.8% | 0.07% | -15.5% |
| Q1 2022 | $340,000 | -17.7% | 8,341 | -8.1% | 0.08% | -13.4% |
| Q4 2021 | $413,000 | +5.9% | 9,074 | +1.6% | 0.10% | +3.2% |
| Q3 2021 | $390,000 | -22.2% | 8,930 | -14.7% | 0.09% | -21.7% |
| Q2 2021 | $501,000 | +16.2% | 10,469 | +10.3% | 0.12% | +10.1% |
| Q1 2021 | $431,000 | – | 9,490 | – | 0.11% | – |
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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% |