SPDR SER TR's ticker is PSK and the CUSIP is 78464A292. A total of 193 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,723 | -3.0% | 6,615 | 0.0% | 0.03% | +10.3% |
| Q2 2023 | $221,404 | +6.4% | 6,615 | +24.3% | 0.03% | +3.6% |
| Q1 2022 | $208,000 | -23.2% | 5,320 | -15.8% | 0.03% | -22.2% |
| Q4 2021 | $271,000 | -13.7% | 6,320 | -12.9% | 0.04% | -14.3% |
| Q3 2021 | $314,000 | -2.2% | 7,260 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $321,000 | -12.1% | 7,260 | -13.7% | 0.04% | -18.5% |
| Q1 2021 | $365,000 | +23.7% | 8,410 | +26.5% | 0.05% | +5.9% |
| Q4 2020 | $295,000 | – | 6,650 | – | 0.05% | – |
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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% |