SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| WealthCare Investment Partners, LLC | 55,371 | $2,517,000 | 2.43% |
| SFI Advisors, LLC | 55,061 | $2,238,000 | 1.98% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 74,070 | $3,367,000 | 0.51% |
| VALLEY NATIONAL ADVISERS INC | 50,242 | $2,284,000 | 0.42% |
| Better Money Decisions, LLC | 8,514 | $387,000 | 0.33% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13,278 | $604,000 | 0.17% |
| 3D/L Capital Management, LLC | 9,074 | $413,000 | 0.10% |
| Mayflower Financial Advisors, LLC | 13,280 | $604,000 | 0.08% |
| Gladstone Institutional Advisory LLC | 10,785 | $490 | 0.04% |
| RFG Advisory, LLC | 10,353 | $471,000 | 0.03% |